Prestige Wealth Management Group’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 |
-20
| Closed | – | – | 1014 |
|
|
2022
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | – | Sell |
-92
| Closed | -$4K | – | 1013 |
|
|
2021
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 680 |
|
|
2021
Q1 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 664 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | – | – | 913 |
|
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 956 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 817 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1042 |
|