Jones Financial Companies’s Invesco Mortgage Capital IVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.42K	Buy	565 +131	+30%	+$1.02K	﹤0.01%	3177
2025 Q1	$3.44K	Buy	434 +50	+13%	+$397	﹤0.01%	3081
2024 Q4	$3.09K	Buy	+384	New	+$3.09K	﹤0.01%	2892
2022 Q2	–	Sell	-40	Closed	-$1K	–	788
2022 Q1	$1K	Buy	+40	New	+$1K	﹤0.01%	672