CWM
Collaborative Wealth Management’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
Q1 | – | Sell |
-2,925
| Closed | -$255K | – | 174 |
|
|
2022
Q4 | $255K | Sell |
2,925
-25
| -0.8% | -$2.18K | 0.17% | 147 |
|
|
2022
Q3 | $250K | Sell |
2,950
-309
| -9% | -$26.2K | 0.18% | 141 |
|
|
2022
Q2 | $311K | Buy |
+3,259
| New | +$311K | 0.2% | 132 |
|
|
2021
Q4 | $429K | Buy |
+3,573
| New | +$429K | 0.24% | 124 |
|
|
2021
Q1 | $395K | Buy |
+3,537
| New | +$395K | 0.23% | 129 |
|