Patriot Financial Group Insurance Agency’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 1169 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2098 |
|
|
2022
Q1 | $0 | Sell |
3
-23
| -88% | – | ﹤0.01% | 2145 |
|
|
2021
Q4 | $1K | Sell |
26
-59
| -69% | -$2.27K | ﹤0.01% | 2045 |
|
|
2021
Q3 | $3K | Buy |
85
+15
| +21% | +$529 | ﹤0.01% | 1850 |
|
|
2021
Q2 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1785 |
|
|
2021
Q1 | – | Sell |
-61
| Closed | -$2K | – | 2033 |
|
|
2020
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 1639 |
|
|
2020
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q2 | $2K | Sell |
61
-29
| -32% | -$951 | ﹤0.01% | 1397 |
|
|
2020
Q1 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 1218 |
|