Spire Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87K | Buy |
1,131
+21
| +2% | +$165 | ﹤0.01% | 1761 |
|
|
2025
Q1 | $8.76K | Hold |
1,110
| – | – | ﹤0.01% | 1871 |
|
|
2024
Q4 | $8.94K | Buy |
+1,110
| New | +$8.94K | ﹤0.01% | 1867 |
|
|
2022
Q3 | – | Sell |
-677
| Closed | -$10K | – | 2392 |
|
|
2022
Q2 | $10K | Sell |
677
-1
| -0.1% | -$15 | ﹤0.01% | 1916 |
|
|
2022
Q1 | $15K | Buy |
678
+4
| +0.6% | +$88 | ﹤0.01% | 1900 |
|
|
2021
Q4 | $19K | Sell |
674
-92
| -12% | -$2.59K | ﹤0.01% | 2135 |
|
|
2021
Q3 | $24K | Buy |
766
+4
| +0.5% | +$125 | ﹤0.01% | 1780 |
|
|
2021
Q2 | $30K | Buy |
+762
| New | +$30K | ﹤0.01% | 1704 |
|