AFA
AA Financial Advisors’s Invesco Active US Real Estate Fund PSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
8,576
-5,760
| -40% | -$526K | 0.17% | 84 |
|
|
2025
Q1 | $1.33M | Sell |
14,336
-1,417
| -9% | -$131K | 0.32% | 60 |
|
|
2024
Q4 | $1.42M | Buy |
15,753
+8
| +0.1% | +$722 | 0.38% | 56 |
|
|
2024
Q3 | $1.55M | Buy |
15,745
+355
| +2% | +$35K | 0.45% | 52 |
|
|
2024
Q2 | $1.32M | Buy |
15,390
+674
| +5% | +$57.7K | 0.46% | 52 |
|
|
2024
Q1 | $1.3M | Buy |
14,716
+8
| +0.1% | +$705 | 0.52% | 53 |
|
|
2023
Q4 | $1.35M | Buy |
+14,708
| New | +$1.35M | 0.9% | 30 |
|