SeaCrest Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

SeaCrest 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
2026 Q2	$363K	Buy	+46,009	New	+$371K	0.04%	368
2019 Q2	–	Sell	-264	Closed	-$42K	–	1181
2019 Q1	$42K	Hold	264	–	–	0.01%	1000
2018 Q4	$38K	Sell	264 -250	-49%	-$37.8K	0.01%	996
2018 Q3	$81K	Buy	514 +250	+95%	+$40.4K	0.01%	821
2018 Q2	$42K	Sell	264 -2	-0.8%	-$325	0.01%	1054
2018 Q1	$44K	Hold	266	–	–	0.01%	1010
2017 Q4	$47K	Buy	+266	New	+$47K	0.01%	987

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Wealth Enhancement Advisory Services

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Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return