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WealthBridge Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-400
Closed -$64K – 486
2019
Q1 		$64K Hold
400
– – 0.04% 249
2018
Q4 		$58K Buy
+400
New +$60.5K 0.04% 230

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N
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WealthBridge Capital Management's IVR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Mortgage Capital (IVR) in Q2 2019, closing a stake of 400 shares — an estimated $64K sold.

WealthBridge Capital Management first reported a position in IVR in Q4 2018 and held it in 2 quarters. The position peaked at $64K in Q1 2019. 223 funds tracked by Wall St. Rank hold IVR as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Mortgage Capital position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 400 Invesco Mortgage Capital shares in Q2 2019, an estimated $64K.
  • WealthBridge Capital Management first reported a position in Invesco Mortgage Capital in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Mortgage Capital position peaked at $64K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.