TWA
TCI Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-240
| Closed | -$2.66K | – | 1206 |
|
|
2023
Q1 | $2.66K | Buy |
+240
| New | +$2.66K | ﹤0.01% | 1897 |
|
|
2022
Q1 | – | Sell |
-1,934
| Closed | -$5K | – | 2332 |
|
|
2021
Q4 | $5K | Buy |
1,934
+1,344
| +228% | +$3.48K | ﹤0.01% | 1667 |
|
|
2021
Q3 | $2K | Sell |
590
-31
| -5% | -$105 | ﹤0.01% | 2126 |
|
|
2021
Q2 | $2K | Buy |
+621
| New | +$2K | ﹤0.01% | 2010 |
|
|
2020
Q2 | – | Sell |
-266
| Closed | -$1K | – | 1541 |
|
|
2020
Q1 | $1K | Buy |
+266
| New | +$1K | ﹤0.01% | 1254 |
|