AE Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1K | Hold |
23
| – | – | ﹤0.01% | 2042 |
|
|
2025
Q1 | $2.13K | Hold |
23
| – | – | ﹤0.01% | 2026 |
|
|
2024
Q4 | $2.08K | Buy |
+23
| New | +$2.08K | ﹤0.01% | 1995 |
|
|
2023
Q3 | – | Sell |
-10,795
| Closed | -$936K | – | 2042 |
|
|
2023
Q2 | $936K | Buy |
10,795
+1,807
| +20% | +$157K | 0.01% | 1113 |
|
|
2023
Q1 | $786K | Buy |
+8,988
| New | +$786K | 0.01% | 1142 |
|
|
2020
Q2 | – | Sell |
-14,043
| Closed | -$1.01M | – | 1309 |
|
|
2020
Q1 | $1.01M | Buy |
14,043
+5,707
| +68% | +$410K | 0.02% | 482 |
|
|
2019
Q4 | $798K | Buy |
8,336
+374
| +5% | +$35.8K | 0.02% | 581 |
|
|
2019
Q3 | $763K | Buy |
+7,962
| New | +$763K | 0.02% | 507 |
|