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Kelly Financial Services’s Invesco Mortgage Capital IVR Stock Holding History

Kelly Financial Services’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
-19
Closed -$703 – 601
2020
Q2 		$703 Buy
19
+2
+12% +$69 ﹤0.01% 520
2020
Q1 		$577 Hold
17
– – ﹤0.01% 495
2019
Q4 		$2.74K Buy
17
+1
+6% +$160 ﹤0.01% 376
2019
Q3 		$2.45K Buy
+16
New +$2.54K ﹤0.01% 375

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Kelly Financial Services's IVR Position: Q3 2020 in Review

Kelly Financial Services sold out of Invesco Mortgage Capital (IVR) in Q3 2020, closing a stake of 19 shares — an estimated $703 sold.

Kelly Financial Services first reported a position in IVR in Q3 2019 and held it in 4 quarters. The position peaked at $2.74K in Q4 2019. 180 funds tracked by Wall St. Rank hold IVR as of Q3 2020.

  • Kelly Financial Services reported no remaining Invesco Mortgage Capital position as of Q3 2020 after selling out during the quarter.
  • Kelly Financial Services sold 19 Invesco Mortgage Capital shares in Q3 2020, an estimated $703.
  • Kelly Financial Services first reported a position in Invesco Mortgage Capital in Q3 2019 and held it in 4 quarters.
  • Kelly Financial Services's Invesco Mortgage Capital position peaked at $2.74K in Q4 2019.
  • 180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2020.

Based on Kelly Financial Services's 13F filing for Q3 2020, filed 17 Jul 2024.