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Great Diamond Partners’s Invesco Mortgage Capital IVR Stock Holding History

Great Diamond Partners’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-119
Closed -$19K – 364
2019
Q4 		$19K Buy
+119
New +$19.1K 0.01% 490

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Great Diamond Partners's IVR Position: Q1 2020 in Review

Great Diamond Partners sold out of Invesco Mortgage Capital (IVR) in Q1 2020, closing a stake of 119 shares — an estimated $19K sold.

Great Diamond Partners first reported a position in IVR in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 230 funds tracked by Wall St. Rank hold IVR as of Q1 2020.

  • Great Diamond Partners reported no remaining Invesco Mortgage Capital position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 119 Invesco Mortgage Capital shares in Q1 2020, an estimated $19K.
  • Great Diamond Partners first reported a position in Invesco Mortgage Capital in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Invesco Mortgage Capital position peaked at $19K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.