HWA
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Heritage Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Heritage Wealth Advisors’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-90
Closed -$1K – 551
2022
Q2 		$1K Hold
90
– – ﹤0.01% 538
2022
Q1 		$2K Hold
90
– – ﹤0.01% 501
2021
Q4 		$3K Hold
90
– – ﹤0.01% 499
2021
Q3 		$2.84K Buy
+90
New +$2.84K ﹤0.01% 494