JNBA Financial Advisors’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 767 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 846 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 698 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$4K | – | 532 |
|
|
2015
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 430 |
|
|
2015
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 428 |
|
|
2015
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 421 |
|
|
2014
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 418 |
|
|
2014
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 439 |
|
|
2014
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 406 |
|
|
2014
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 382 |
|
|
2013
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 368 |
|
|
2013
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 352 |
|
|
2013
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 300 |
|