Lido Advisors
IVR icon

Lido Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Lido 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
2024
Q1 		– Sell
-25,058
Closed -$551K – 1425
2023
Q4 		$551K Buy
+25,058
New +$204K ﹤0.01% 827
2017
Q3 		– Sell
-8,870
Closed -$1.48M – 309
2017
Q2 		$1.48M Buy
+8,870
New +$1.43M 0.31% 44

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Renaissance Technologies
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JAM
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Lido Advisors's IVR Position: Q1 2024 in Review

Lido Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2024, closing a stake of 25,058 shares — an estimated $551K sold.

Lido Advisors first reported a position in IVR in Q2 2017 and held it in 2 quarters. The position peaked at $1.48M in Q2 2017. 141 funds tracked by Wall St. Rank hold IVR as of Q1 2024.

  • Lido Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 25,058 Invesco Mortgage Capital shares in Q1 2024, an estimated $551K.
  • Lido Advisors first reported a position in Invesco Mortgage Capital in Q2 2017 and held it in 2 quarters.
  • Lido Advisors's Invesco Mortgage Capital position peaked at $1.48M in Q2 2017.
  • 141 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.