High Net Worth Advisory Group’s Invesco Mortgage Capital IVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-168
| Closed | -$2.14K | – | 383 |
|
|
2022
Q4 | $2.14K | Hold |
168
| – | – | ﹤0.01% | 578 |
|
|
2022
Q3 | $2K | Hold |
168
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $2K | Sell |
168
-2
| -1% | -$24 | ﹤0.01% | 629 |
|
|
2022
Q1 | $4K | Sell |
170
-50
| -23% | -$1.18K | ﹤0.01% | 603 |
|
|
2021
Q4 | $6K | Buy |
+220
| New | +$6K | ﹤0.01% | 583 |
|