IFP Advisors’s AG Mortgage Investment Trust MITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302 | Buy |
+40
| New | +$302 | ﹤0.01% | 4554 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4090 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3845 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3757 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3607 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3478 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | – | – | 3326 |
|
|
2020
Q1 | $0 | Sell |
11
-11
| -50% | – | ﹤0.01% | 3278 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2674 |
|
|
2019
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2876 |
|
|
2019
Q1 | – | Sell |
-75
| Closed | -$4K | – | 2976 |
|
|
2018
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 2899 |
|
|
2018
Q3 | $4K | Sell |
75
-50
| -40% | -$2.67K | ﹤0.01% | 3269 |
|
|
2018
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 3058 |
|
|
2018
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 3006 |
|
|
2017
Q4 | $7K | Sell |
125
-123
| -50% | -$6.89K | ﹤0.01% | 3003 |
|
|
2017
Q3 | $14K | Buy |
248
+6
| +2% | +$339 | ﹤0.01% | 2795 |
|
|
2017
Q2 | $13K | Buy |
+242
| New | +$13K | ﹤0.01% | 2827 |
|