Rational Advisors’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-18,139
| Closed | -$2.87M | – | 569 |
|
2019
Q1 | $2.87M | Buy |
+18,139
| New | +$2.87M | 0.78% | 37 |
|
2017
Q2 | – | Sell |
-6,880
| Closed | -$1.06M | – | 324 |
|
2017
Q1 | $1.06M | Buy |
+6,880
| New | +$1.06M | 0.7% | 48 |
|
2013
Q4 | $107K | Hold |
730
| – | – | 0.01% | 604 |
|
2013
Q3 | $112K | Sell |
730
-670
| -48% | -$103K | 0.01% | 622 |
|
2013
Q2 | $232K | Buy |
+1,400
| New | +$232K | 0.02% | 486 |
|