Summit Securities Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $57.2K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $34K | Buy |
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|
2023
Q3 | $18K | Sell |
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|
2023
Q2 | $32K | Buy |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $917K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $804K | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $60K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $16K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $37K | Buy |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q2 | $14K | Sell |
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|
2014
Q1 | $51K | Buy |
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|
2013
Q4 | $6K | Sell |
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|
2013
Q3 | $29K | Buy |
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