VisionPoint Advisory Group’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,250
| Closed | -$21.1K | – | 305 |
|
|
2024
Q3 | $21.1K | Hold |
2,250
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $21.1K | Hold |
2,250
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $21.8K | Hold |
2,250
| – | – | 0.01% | 373 |
|
|
2023
Q4 | $19.9K | Sell |
2,250
-885
| -28% | -$7.84K | 0.01% | 354 |
|
|
2023
Q3 | $31.4K | Hold |
3,135
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $36K | Buy |
+3,135
| New | +$36K | 0.01% | 240 |
|