Harvest Group Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 695 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 664 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$2K | – | 733 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $2K | Sell |
14
-7
| -33% | -$1K | ﹤0.01% | 712 |
|
|
2019
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 454 |
|
|
2019
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 503 |
|