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Sowell Financial Services’s Invesco Mortgage Capital IVR Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-4,828
Closed -$163K – 3198
2020
Q4 		$163K Buy
4,828
+4,633
+2,376% +$143K 0.01% 933
2020
Q3 		$5K Hold
195
– – ﹤0.01% 1989
2020
Q2 		$7K Buy
195
+110
+129% +$3.78K ﹤0.01% 1799
2020
Q1 		$3K Buy
+85
New +$12.5K ﹤0.01% 1985

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Two Sigma Advisers
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Citadel Advisors
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Northern Trust
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Sowell Financial Services's IVR Position: Q1 2021 in Review

Sowell Financial Services sold out of Invesco Mortgage Capital (IVR) in Q1 2021, closing a stake of 4,828 shares — an estimated $163K sold.

Sowell Financial Services first reported a position in IVR in Q1 2020 and held it in 4 quarters. The position peaked at $163K in Q4 2020. 188 funds tracked by Wall St. Rank hold IVR as of Q1 2021.

  • Sowell Financial Services reported no remaining Invesco Mortgage Capital position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,828 Invesco Mortgage Capital shares in Q1 2021, an estimated $163K.
  • Sowell Financial Services first reported a position in Invesco Mortgage Capital in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's Invesco Mortgage Capital position peaked at $163K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.