JPLA
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Joseph P. Lucia & Associates’s Invesco Mortgage Capital IVR Stock Holding History

Joseph P. Lucia & Associates’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$4K – 262
2020
Q2 		$4K Buy
+100
New +$3.44K ﹤0.01% 387

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Joseph P. Lucia & Associates's IVR Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Invesco Mortgage Capital (IVR) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in IVR in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 180 funds tracked by Wall St. Rank hold IVR as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Invesco Mortgage Capital position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Invesco Mortgage Capital shares in Q3 2020, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Invesco Mortgage Capital in Q2 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Invesco Mortgage Capital position peaked at $4K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.