Spire Wealth Management’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
2026 Q2	$58.1K	Sell	7,355 -897	-11%	-$7.23K	﹤0.01%	1139
2026 Q1	$66.7K	Sell	8,252 -285	-3%	-$2.43K	﹤0.01%	1091
2025 Q4	$71.8K	Buy	8,537 +7,405	+654%	+$58K	﹤0.01%	1078
2025 Q3	$8.56K	Buy	1,132 +1	+0.1%	+$8	﹤0.01%	1808
2025 Q2	$8.87K	Buy	1,131 +21	+2%	+$155	﹤0.01%	1761
2025 Q1	$8.76K	Hold	1,110	–	–	﹤0.01%	1871
2024 Q4	$8.94K	Buy	+1,110	New	+$9.31K	﹤0.01%	1867
2022 Q3	–	Sell	-677	Closed	-$10K	–	2393
2022 Q2	$10K	Sell	677 -1	-0.1%	-$17	﹤0.01%	1917
2022 Q1	$15K	Buy	678 +4	+0.6%	+$98	﹤0.01%	1900
2021 Q4	$19K	Sell	674 -92	-12%	-$2.85K	﹤0.01%	2135
2021 Q3	$24K	Buy	766 +4	+0.5%	+$130	﹤0.01%	1780
2021 Q2	$30K	Buy	+762	New	+$28.9K	﹤0.01%	1704