SWA
SOA Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$805 | – | 898 |
|
|
2024
Q4 | $805 | Hold |
100
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $939 | Hold |
100
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $937 | Hold |
100
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $968 | Hold |
100
| – | – | ﹤0.01% | 764 |
|
|
2023
Q4 | $886 | Hold |
100
| – | – | ﹤0.01% | 766 |
|
|
2023
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 773 |
|
|
2023
Q2 | $1.15K | Hold |
100
| – | – | ﹤0.01% | 776 |
|
|
2023
Q1 | $1.11K | Hold |
100
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $1.27K | Hold |
100
| – | – | ﹤0.01% | 775 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
|
2022
Q2 | $1K | Sell |
100
-900
| -90% | -$9K | ﹤0.01% | 763 |
|
|
2022
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 777 |
|
|
2021
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 745 |
|
|
2021
Q2 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 724 |
|