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Legacy Financial Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Legacy Financial Advisors’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
-2,748
Closed -$63K – 240
2022
Q1 		$63K Buy
+2,748
New +$67.6K 0.01% 240

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Legacy Financial Advisors's IVR Position: Q2 2022 in Review

Legacy Financial Advisors sold out of Invesco Mortgage Capital (IVR) in Q2 2022, closing a stake of 2,748 shares — an estimated $63K sold.

Legacy Financial Advisors first reported a position in IVR in Q1 2022 and held it in 1 quarter. The position peaked at $63K in Q1 2022. 133 funds tracked by Wall St. Rank hold IVR as of Q2 2022.

  • Legacy Financial Advisors reported no remaining Invesco Mortgage Capital position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,748 Invesco Mortgage Capital shares in Q2 2022, an estimated $63K.
  • Legacy Financial Advisors first reported a position in Invesco Mortgage Capital in Q1 2022 and held it in 1 quarter.
  • Legacy Financial Advisors's Invesco Mortgage Capital position peaked at $63K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.