LGT Financial Advisors’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
Q1 | – | Sell |
-300
| Closed | -$2.42K | – | 520 |
|
|
2024
Q4 | $2.42K | Hold |
300
| – | – | 0.01% | 669 |
|
|
2024
Q3 | $2.82K | Hold |
300
| – | – | 0.01% | 637 |
|
|
2024
Q2 | $2.81K | Hold |
300
| – | – | 0.01% | 690 |
|
|
2024
Q1 | $2.9K | Hold |
300
| – | – | ﹤0.01% | 706 |
|
|
2023
Q4 | $2.66K | Sell |
300
-35
| -10% | -$310 | ﹤0.01% | 762 |
|
|
2023
Q3 | $3.35K | Buy |
+335
| New | +$3.35K | ﹤0.01% | 703 |
|