Investors Capital Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $234K | Buy |
1,710
+190
| +13% | +$26K | 0.04% | 524 |
|
2016
Q1 | $185K | Buy |
1,520
+1
| +0.1% | +$122 | 0.04% | 581 |
|
2015
Q4 | $188K | Sell |
1,519
-129
| -8% | -$16K | 0.04% | 591 |
|
2015
Q3 | $201K | Sell |
1,648
-373
| -18% | -$45.5K | 0.04% | 584 |
|
2015
Q2 | $289K | Sell |
2,021
-432
| -18% | -$61.8K | 0.05% | 489 |
|
2015
Q1 | $380K | Sell |
2,453
-70
| -3% | -$10.8K | 0.07% | 385 |
|
2014
Q4 | $390K | Buy |
2,523
+64
| +3% | +$9.89K | 0.07% | 364 |
|
2014
Q3 | $386K | Buy |
2,459
+41
| +2% | +$6.44K | 0.08% | 366 |
|
2014
Q2 | $419K | Sell |
2,418
-160
| -6% | -$27.7K | 0.07% | 389 |
|
2014
Q1 | $424K | Sell |
2,578
-250
| -9% | -$41.1K | 0.09% | 316 |
|
2013
Q4 | $415K | Buy |
2,828
+132
| +5% | +$19.4K | 0.1% | 303 |
|
2013
Q3 | $414K | Buy |
2,696
+669
| +33% | +$103K | 0.11% | 283 |
|
2013
Q2 | $335K | Buy |
+2,027
| New | +$335K | 0.1% | 282 |
|