PWM
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Paulson Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-67
Closed -$12K – 313
2017
Q4 		$12K Buy
+67
New +$11.8K 0.01% 342

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Paulson Wealth Management's IVR Position: Q1 2018 in Review

Paulson Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q1 2018, closing a stake of 67 shares — an estimated $12K sold.

Paulson Wealth Management first reported a position in IVR in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 216 funds tracked by Wall St. Rank hold IVR as of Q1 2018.

  • Paulson Wealth Management reported no remaining Invesco Mortgage Capital position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 67 Invesco Mortgage Capital shares in Q1 2018, an estimated $12K.
  • Paulson Wealth Management first reported a position in Invesco Mortgage Capital in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Invesco Mortgage Capital position peaked at $12K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.