LPL Financial’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2025
Q2 | $505K | Buy |
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|
2025
Q1 | $138K | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $733K | Sell |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $112K | Sell |
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|
2020
Q4 | $108K | Sell |
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|
2020
Q3 | $91K | Sell |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $2.96M | Sell |
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|
2019
Q2 | $3.15M | Buy |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $2.17M | Sell |
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|
2018
Q3 | $2.47M | Sell |
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|
2018
Q2 | $2.54M | Buy |
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|
2018
Q1 | $2.57M | Buy |
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|
2017
Q4 | $2.61M | Buy |
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|
2017
Q3 | $190K | Sell |
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|
2017
Q2 | $192K | Sell |
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|
2017
Q1 | $182K | Sell |
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|
2016
Q4 | $182K | Sell |
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|
2016
Q3 | $221K | Buy |
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|
2016
Q2 | $202K | Sell |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $335K | Buy |
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|
2015
Q3 | $175K | Buy |
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|
2015
Q2 | $168K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $213K | Sell |
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|
2014
Q2 | $238K | Buy |
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|
2014
Q1 | $208K | Buy |
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|
2013
Q4 | $166K | Sell |
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|
2013
Q3 | $285K | Sell |
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|
2013
Q2 | $458K | Buy |
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