EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22K | Buy |
90
+1
| +1% | +$91 | ﹤0.01% | 2930 |
|
|
2025
Q1 | $8.27K | Hold |
89
| – | – | ﹤0.01% | 2216 |
|
|
2024
Q4 | $8.02K | Hold |
89
| – | – | ﹤0.01% | 2113 |
|
|
2024
Q3 | $8.76K | Buy |
89
+1
| +1% | +$98 | ﹤0.01% | 1944 |
|
|
2024
Q2 | $8.12K | Sell |
88
-156
| -64% | -$14.4K | ﹤0.01% | 1970 |
|
|
2024
Q1 | $19.7K | Buy |
244
+2
| +0.8% | +$161 | ﹤0.01% | 1368 |
|
|
2023
Q4 | $22.1K | Buy |
+242
| New | +$22.1K | ﹤0.01% | 1195 |
|