Koshinski Asset Management
IVR icon

Koshinski Asset Management’s Invesco Mortgage Capital IVR Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-121
Closed -$2.75K – 1299
2022
Q1 		$2.75K Buy
121
+3
+3% +$74 ﹤0.01% 1920
2021
Q4 		$3.29K Buy
118
+2
+2% +$62 ﹤0.01% 1891
2021
Q3 		$3.67K Buy
+116
New +$3.77K ﹤0.01% 1907

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Koshinski Asset Management's IVR Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco Mortgage Capital (IVR) in Q2 2022, closing a stake of 121 shares — an estimated $2.75K sold.

Koshinski Asset Management first reported a position in IVR in Q3 2021 and held it in 3 quarters. The position peaked at $3.67K in Q3 2021. 133 funds tracked by Wall St. Rank hold IVR as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco Mortgage Capital position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 121 Invesco Mortgage Capital shares in Q2 2022, an estimated $2.75K.
  • Koshinski Asset Management first reported a position in Invesco Mortgage Capital in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invesco Mortgage Capital position peaked at $3.67K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.