Sheaff Brock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,096
| Closed | -$182K | – | 444 |
|
|
2019
Q4 | $182K | Buy |
1,096
+70
| +7% | +$11.6K | 0.02% | 419 |
|
|
2019
Q3 | $157K | Buy |
+1,026
| New | +$157K | 0.02% | 416 |
|
|
2017
Q1 | – | Sell |
-1,090
| Closed | -$159K | – | 621 |
|
|
2016
Q4 | $159K | Buy |
+1,090
| New | +$159K | 0.02% | 536 |
|
|
2016
Q1 | – | Sell |
-1,401
| Closed | -$174K | – | 658 |
|
|
2015
Q4 | $174K | Buy |
+1,401
| New | +$174K | 0.02% | 532 |
|