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Patriot Financial Group Insurance Agency’s Invesco Mortgage Capital IVR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-3
Closed – – 1169
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2096
2022
Q1 		$0 Sell
3
-23
-88% -$566 ﹤0.01% 2145
2021
Q4 		$1K Sell
26
-59
-69% -$1.83K ﹤0.01% 2045
2021
Q3 		$3K Buy
85
+15
+21% +$487 ﹤0.01% 1850
2021
Q2 		$3K Buy
+70
New +$2.65K ﹤0.01% 1785
2021
Q1 		– Sell
-61
Closed -$2K – 2028
2020
Q4 		$2K Hold
61
– – ﹤0.01% 1639
2020
Q3 		$2K Hold
61
– – ﹤0.01% 1457
2020
Q2 		$2K Sell
61
-29
-32% -$997 ﹤0.01% 1397
2020
Q1 		$3K Buy
+90
New +$13.2K ﹤0.01% 1218

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Patriot Financial Group Insurance Agency's IVR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Mortgage Capital (IVR) in Q3 2022, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in IVR in Q1 2020 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 127 funds tracked by Wall St. Rank hold IVR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco Mortgage Capital position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Invesco Mortgage Capital shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco Mortgage Capital in Q1 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Invesco Mortgage Capital position peaked at $3K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.