Kestra 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
2025
Q2
$191K Buy
24,369
+3,330
+16% +$26.1K ﹤0.01% 2654
2025
Q1
$166K Sell
21,039
-3,568
-14% -$28.2K ﹤0.01% 2514
2024
Q4
$198K Buy
+24,607
New +$198K ﹤0.01% 2478
2024
Q3
Sell
-23,962
Closed -$225K 2639
2024
Q2
$225K Buy
+23,962
New +$225K ﹤0.01% 2316