Laidlaw Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Laidlaw Wealth 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
2021 Q4	–	Sell	-1,225	Closed	-$39K	–	406
2021 Q3	$39K	Buy	1,225 +17	+1%	+$552	0.01%	246
2021 Q2	$47K	Buy	1,208 +14	+1%	+$530	0.01%	265
2021 Q1	$48K	Sell	1,194 -427	-26%	-$16.1K	0.02%	215
2020 Q4	$55K	Sell	1,621 -263	-14%	-$8.14K	0.01%	350
2020 Q3	$51K	Sell	1,884 -114	-6%	-$3.52K	0.02%	203
2020 Q2	$75K	Buy	1,998 +168	+9%	+$5.78K	0.04%	178
2020 Q1	$62K	Buy	1,830 +465	+34%	+$68.3K	0.04%	147
2019 Q4	$227K	Buy	+1,365	New	+$219K	0.14%	148

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's IVR Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q4 2021, closing a stake of 1,225 shares — an estimated $39K sold.

Laidlaw Wealth Management first reported a position in IVR in Q4 2019 and held it in 8 quarters. The position peaked at $227K in Q4 2019. 218 funds tracked by Wall St. Rank hold IVR as of Q4 2021.

Laidlaw Wealth Management reported no remaining Invesco Mortgage Capital position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 1,225 Invesco Mortgage Capital shares in Q4 2021, an estimated $39K.
Laidlaw Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2019 and held it in 8 quarters.
Laidlaw Wealth Management's Invesco Mortgage Capital position peaked at $227K in Q4 2019.
218 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.