BFG
Barber Financial Group’s Invesco Active US Real Estate Fund PSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,634
| Closed | -$620K | – | 132 |
|
|
2020
Q1 | $620K | Sell |
8,634
-143,767
| -94% | -$10.3M | 0.2% | 57 |
|
|
2019
Q4 | $14.6M | Sell |
152,401
-26,837
| -15% | -$2.57M | 2.96% | 10 |
|
|
2019
Q3 | $17.2M | Buy |
+179,238
| New | +$17.2M | 3.65% | 6 |
|