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Sugarloaf Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Sugarloaf Wealth Management’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
2022
Q4 		– Sell
-128
Closed -$2K – 825
2022
Q3 		$2K Buy
+128
New +$1.99K ﹤0.01% 715

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Sugarloaf Wealth Management's IVR Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q4 2022, closing a stake of 128 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in IVR in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 125 funds tracked by Wall St. Rank hold IVR as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Invesco Mortgage Capital position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 128 Invesco Mortgage Capital shares in Q4 2022, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Invesco Mortgage Capital in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Invesco Mortgage Capital position peaked at $2K in Q3 2022.
  • 125 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.