Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,933
| Closed | -$3.55M | – | 93 |
|
|
2023
Q2 | $3.55M | Buy |
40,933
+3,384
| +9% | +$293K | 1.18% | 30 |
|
|
2023
Q1 | $3.28M | Sell |
37,549
-2,282
| -6% | -$200K | 1.17% | 35 |
|
|
2022
Q4 | $3.47M | Sell |
39,831
-664
| -2% | -$57.8K | 1.3% | 30 |
|
|
2022
Q3 | $3.44M | Buy |
40,495
+26,559
| +191% | +$2.25M | 1.34% | 32 |
|
|
2022
Q2 | $1.37M | Buy |
+13,936
| New | +$1.37M | 0.47% | 55 |
|