Avantax Advisory Services’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 | $1.71M | Buy |
18,686
+9
| +0% | +$822 | 0.01% | 881 |
|
|
2025
Q1 | $1.73M | Buy |
18,677
+445
| +2% | +$41.2K | 0.01% | 812 |
|
|
2024
Q4 | $1.65M | Sell |
18,232
-419
| -2% | -$37.8K | 0.01% | 813 |
|
|
2024
Q3 | $1.84M | Sell |
18,651
-1,669
| -8% | -$164K | 0.01% | 744 |
|
|
2024
Q2 | $1.74M | Buy |
20,320
+224
| +1% | +$19.2K | 0.01% | 715 |
|
|
2024
Q1 | $1.77M | Buy |
20,096
+1,609
| +9% | +$142K | 0.02% | 567 |
|
|
2023
Q4 | $1.69M | Sell |
18,487
-7,172
| -28% | -$656K | 0.02% | 554 |
|
|
2023
Q3 | $2.03M | Buy |
25,659
+1,085
| +4% | +$85.7K | 0.02% | 455 |
|
|
2023
Q2 | $2.13M | Sell |
24,574
-2,049
| -8% | -$178K | 0.02% | 437 |
|
|
2023
Q1 | $2.33M | Buy |
26,623
+1,671
| +7% | +$146K | 0.03% | 400 |
|
|
2022
Q4 | $2.17M | Buy |
24,952
+998
| +4% | +$86.9K | 0.03% | 397 |
|
|
2022
Q3 | $2.03M | Buy |
23,954
+400
| +2% | +$33.9K | 0.03% | 368 |
|
|
2022
Q2 | $2.25M | Buy |
23,554
+707
| +3% | +$67.5K | 0.03% | 347 |
|
|
2022
Q1 | $2.55M | Buy |
22,847
+1,790
| +9% | +$200K | 0.04% | 321 |
|
|
2021
Q4 | $2.53M | Sell |
21,057
-788
| -4% | -$94.7K | 0.04% | 317 |
|
|
2021
Q3 | $2.25M | Buy |
21,845
+1,075
| +5% | +$111K | 0.04% | 318 |
|
|
2021
Q2 | $2.15M | Buy |
20,770
+1,309
| +7% | +$136K | 0.04% | 313 |
|
|
2021
Q1 | $1.82M | Buy |
19,461
+2,604
| +15% | +$243K | 0.04% | 304 |
|
|
2020
Q4 | $1.46M | Buy |
16,857
+307
| +2% | +$26.6K | 0.03% | 321 |
|
|
2020
Q3 | $1.34M | Buy |
16,550
+2,004
| +14% | +$162K | 0.02% | 447 |
|
|
2020
Q2 | $1.17M | Buy |
14,546
+526
| +4% | +$42.5K | 0.03% | 313 |
|
|
2020
Q1 | $1.01M | Sell |
14,020
-299
| -2% | -$21.5K | 0.03% | 301 |
|
|
2019
Q4 | $1.37M | Buy |
+14,319
| New | +$1.37M | 0.03% | 279 |
|