SOA Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $805 | Hold |
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|
2024
Q3 | $939 | Hold |
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|
2024
Q2 | $937 | Hold |
|
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|
2024
Q1 | $968 | Hold |
|
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|
2023
Q4 | $886 | Hold |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1.15K | Hold |
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|
2023
Q1 | $1.11K | Hold |
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|
2022
Q4 | $1.27K | Hold |
|
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
|