EWM
TAO

Edge Wealth Management’s Invesco China Real Estate ETF TAO Stock Holding History

Edge Wealth Management’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-300
Closed -$8K – 705
2019
Q4 		$8K Hold
300
– – ﹤0.01% 453
2019
Q3 		$7K Hold
300
– – ﹤0.01% 460
2019
Q2 		$9K Hold
300
– – ﹤0.01% 435
2019
Q1 		$9K Hold
300
– – ﹤0.01% 417
2018
Q4 		$7K Hold
300
– – ﹤0.01% 444
2018
Q3 		$8K Hold
300
– – ﹤0.01% 468
2018
Q2 		$8K Hold
300
– – ﹤0.01% 457
2018
Q1 		$9K Hold
300
– – ﹤0.01% 402
2017
Q4 		$8K Hold
300
– – ﹤0.01% 409
2017
Q3 		$9K Buy
+300
New +$8.29K ﹤0.01% 392

Edge Wealth Management's TAO Position: Q1 2020 in Review

Edge Wealth Management sold out of Invesco China Real Estate ETF (TAO) in Q1 2020, closing a stake of 300 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in TAO in Q3 2017 and held it in 10 quarters. The position peaked at $9K in Q2 2019. 0 funds tracked by Wall St. Rank hold TAO as of Q1 2020.

  • Edge Wealth Management reported no remaining Invesco China Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 300 Invesco China Real Estate ETF shares in Q1 2020, an estimated $8K.
  • Edge Wealth Management first reported a position in Invesco China Real Estate ETF in Q3 2017 and held it in 10 quarters.
  • Edge Wealth Management's Invesco China Real Estate ETF position peaked at $9K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.