Financial Advocates Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-49,986
| Closed | -$4.24M | – | 831 |
|
2022
Q3 | $4.24M | Sell |
49,986
-4,659
| -9% | -$395K | 0.35% | 74 |
|
2022
Q2 | $5.22M | Buy |
+54,645
| New | +$5.22M | 0.42% | 55 |
|
2022
Q1 | – | Sell |
-45,040
| Closed | -$5.41M | – | 789 |
|
2021
Q4 | $5.41M | Buy |
45,040
+707
| +2% | +$84.9K | 0.34% | 62 |
|
2021
Q3 | $4.57M | Buy |
44,333
+3,090
| +7% | +$319K | 0.31% | 78 |
|
2021
Q2 | $4.27M | Buy |
+41,243
| New | +$4.27M | 0.29% | 72 |
|