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WealthPLAN Partners’s Invesco Mortgage Capital IVR Stock Holding History

WealthPLAN Partners’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
2022
Q1 		– Sell
-2,922
Closed -$78K – 394
2021
Q4 		$78K Sell
2,922
-278
-9% -$8.61K 0.01% 374
2021
Q3 		$99K Sell
3,200
-1,278
-29% -$41.5K 0.01% 368
2021
Q2 		$141K Hold
4,478
– – 0.01% 351
2021
Q1 		$172K Hold
4,478
– – 0.01% 323
2020
Q4 		$170K Hold
4,478
– – 0.01% 319
2020
Q3 		$137K Sell
4,478
-111
-2% -$3.42K 0.01% 301
2020
Q2 		$145K Buy
4,589
+3,490
+318% +$120K 0.02% 293
2020
Q1 		$29K Buy
+1,099
New +$161K ﹤0.01% 250

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