APWA
Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-182,157
| Closed | -$14.4M | – | 183 |
|
|
2023
Q3 | $14.4M | Buy |
182,157
+18,517
| +11% | +$1.46M | 2.72% | 11 |
|
|
2023
Q2 | $14.2M | Buy |
163,640
+93,090
| +132% | +$8.07M | 2.87% | 10 |
|
|
2023
Q1 | $6.17M | Buy |
70,550
+14,086
| +25% | +$1.23M | 2.85% | 10 |
|
|
2022
Q4 | $4.92M | Buy |
56,464
+10,591
| +23% | +$922K | 2.62% | 10 |
|
|
2022
Q3 | $3.89M | Buy |
45,873
+6,604
| +17% | +$561K | 2.34% | 11 |
|
|
2022
Q2 | $3.75M | Buy |
+39,269
| New | +$3.75M | 2.25% | 11 |
|