United Capital Financial Advisors’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,727
| Closed | -$65K | – | 1189 |
|
|
2020
Q2 | $65K | Buy |
1,727
+336
| +24% | +$12.6K | ﹤0.01% | 1151 |
|
|
2020
Q1 | $47K | Buy |
1,391
+210
| +18% | +$7.1K | ﹤0.01% | 1144 |
|
|
2019
Q4 | $197K | Sell |
1,181
-163
| -12% | -$27.2K | ﹤0.01% | 1271 |
|
|
2019
Q3 | $206K | Buy |
1,344
+3
| +0.2% | +$460 | ﹤0.01% | 1174 |
|
|
2019
Q2 | $216K | Buy |
1,341
+46
| +4% | +$7.41K | ﹤0.01% | 1323 |
|
|
2019
Q1 | $205K | Sell |
1,295
-100
| -7% | -$15.8K | ﹤0.01% | 1241 |
|
|
2018
Q4 | $202K | Sell |
1,395
-180
| -11% | -$26.1K | ﹤0.01% | 1196 |
|
|
2018
Q3 | $249K | Sell |
1,575
-4
| -0.3% | -$632 | ﹤0.01% | 1184 |
|
|
2018
Q2 | $251K | Buy |
1,579
+72
| +5% | +$11.4K | ﹤0.01% | 1162 |
|
|
2018
Q1 | $247K | Buy |
+1,507
| New | +$247K | ﹤0.01% | 1163 |
|