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ICA Group Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

ICA Group Wealth Management’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
2023
Q2 		– Sell
-525
Closed -$5.82K – 1377
2023
Q1 		$5.82K Hold
525
– – ﹤0.01% 912
2022
Q4 		$6.68K Buy
+525
New +$6.42K ﹤0.01% 909

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ICA Group Wealth Management's IVR Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q2 2023, closing a stake of 525 shares — an estimated $5.82K sold.

ICA Group Wealth Management first reported a position in IVR in Q4 2022 and held it in 2 quarters. The position peaked at $6.68K in Q4 2022. 141 funds tracked by Wall St. Rank hold IVR as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Invesco Mortgage Capital position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 525 Invesco Mortgage Capital shares in Q2 2023, an estimated $5.82K.
  • ICA Group Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Invesco Mortgage Capital position peaked at $6.68K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.