Principal Securities’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-421
| Closed | -$3.39K | – | 3797 |
|
|
2025
Q1 | $3.39K | Hold |
421
| – | – | ﹤0.01% | 2907 |
|
|
2024
Q4 | $3.39K | Buy |
421
+156
| +59% | +$1.26K | ﹤0.01% | 2903 |
|
|
2024
Q3 | $2.49K | Hold |
265
| – | – | ﹤0.01% | 2885 |
|
|
2024
Q2 | $2.48K | Hold |
265
| – | – | ﹤0.01% | 2845 |
|
|
2024
Q1 | $2.57K | Hold |
265
| – | – | ﹤0.01% | 2804 |
|
|
2023
Q4 | $2.35K | Buy |
+265
| New | +$2.35K | ﹤0.01% | 2769 |
|