Wealthspire Advisors (Maryland)’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-45
| Closed | -$7K | – | 1246 |
|
|
2019
Q1 | $7K | Sell |
45
-2
| -4% | -$311 | ﹤0.01% | 1677 |
|
|
2018
Q4 | $7K | Buy |
47
+30
| +176% | +$4.47K | ﹤0.01% | 1598 |
|
|
2018
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 2035 |
|
|
2018
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 2012 |
|
|
2018
Q1 | $3K | Sell |
17
-2
| -11% | -$353 | ﹤0.01% | 2028 |
|
|
2017
Q4 | $3K | Buy |
19
+2
| +12% | +$316 | ﹤0.01% | 1993 |
|
|
2017
Q3 | $3K | Sell |
17
-1
| -6% | -$176 | ﹤0.01% | 1907 |
|
|
2017
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 1891 |
|
|
2017
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 1624 |
|
|
2016
Q1 | – | Sell |
-8
| Closed | -$1K | – | 1803 |
|
|
2015
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1626 |
|