IFP Advisors’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.4K | Buy |
3,386
+3,299
| +3,792% | +$28.1K | ﹤0.01% | 2598 |
|
|
2025
Q4 | $732 | Buy |
87
+8
| +10% | +$63 | ﹤0.01% | 4171 |
|
|
2025
Q3 | $597 | Buy |
79
+46
| +139% | +$351 | ﹤0.01% | 4122 |
|
|
2025
Q2 | $259 | Buy |
+33
| New | +$243 | ﹤0.01% | 4582 |
|
|
2023
Q1 | – | Sell |
-237
| Closed | -$8K | – | 3922 |
|
|
2022
Q4 | $8K | Sell |
237
-2,482
| -91% | -$30.3K | ﹤0.01% | 3523 |
|
|
2022
Q3 | $54K | Hold |
2,719
| – | – | ﹤0.01% | 2309 |
|
|
2022
Q2 | $54K | Buy |
2,719
+2,447
| +900% | +$41.3K | ﹤0.01% | 2113 |
|
|
2022
Q1 | $54K | Buy |
+272
| New | +$6.69K | ﹤0.01% | 2113 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$22K | – | 3423 |
|
|
2021
Q3 | $22K | Hold |
700
| – | – | ﹤0.01% | 1945 |
|
|
2021
Q2 | $27K | Buy |
700
+300
| +75% | +$11.4K | ﹤0.01% | 1796 |
|
|
2021
Q1 | $16K | Buy |
400
+330
| +471% | +$12.5K | ﹤0.01% | 1940 |
|
|
2020
Q4 | $2K | Buy |
+70
| New | +$2.17K | ﹤0.01% | 2620 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3406 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3262 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3244 |
|
|
2019
Q4 | – | Sell |
-20
| Closed | -$3.21K | – | 3241 |
|
|
2019
Q3 | $3K | Buy |
+20
| New | +$3.17K | ﹤0.01% | 2546 |
|
|
2019
Q1 | $2K | Sell |
15
-622
| -98% | -$98.6K | ﹤0.01% | 2086 |
|
|
2018
Q4 | $94K | Sell |
637
-7
| -1% | -$1.06K | 0.01% | 1230 |
|
|
2018
Q3 | $102K | Buy |
644
+5
| +0.8% | +$808 | ﹤0.01% | 1463 |
|
|
2018
Q2 | $102K | Sell |
639
-806
| -56% | -$131K | ﹤0.01% | 1472 |
|
|
2018
Q1 | $258K | Hold |
1,445
| – | – | 0.01% | 886 |
|
|
2017
Q4 | $258K | Sell |
1,445
-129
| -8% | -$22.8K | 0.01% | 887 |
|
|
2017
Q3 | $270K | Buy |
1,574
+79
| +5% | +$13.3K | 0.01% | 970 |
|
|
2017
Q2 | $250K | Buy |
1,495
+41
| +3% | +$6.63K | 0.01% | 1000 |
|
|
2017
Q1 | $224K | Buy |
1,454
+75
| +5% | +$11.3K | 0.01% | 1059 |
|
|
2016
Q4 | $201K | Buy |
1,379
+12
| +0.9% | +$1.78K | 0.01% | 1051 |
|
|
2016
Q3 | $208K | Sell |
1,367
-247
| -15% | -$37.1K | 0.01% | 990 |
|
|
2016
Q2 | $221K | Buy |
1,614
+1,599
| +10,660% | +$215K | 0.01% | 921 |
|
|
2016
Q1 | $2K | Sell |
15
-1,377
| -99% | -$159K | ﹤0.01% | 2085 |
|
|
2015
Q4 | $172K | Buy |
+1,392
| New | +$177K | 0.01% | 905 |
|
Other funds holding IVR
VCM
