Regal Investment 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-80
| Closed | -$13K | – | 964 |
|
2014
Q3 | $13K | Hold |
80
| – | – | ﹤0.01% | 638 |
|
2014
Q2 | $14K | Hold |
80
| – | – | 0.01% | 608 |
|
2014
Q1 | $13K | Hold |
80
| – | – | 0.01% | 592 |
|
2013
Q4 | $12K | Hold |
80
| – | – | 0.01% | 552 |
|
2013
Q3 | $12K | Hold |
80
| – | – | 0.01% | 568 |
|
2013
Q2 | $14K | Buy |
+80
| New | +$14K | 0.01% | 525 |
|