Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $0 | Sell |
1
-183
| -99% | – | ﹤0.01% | 1016 |
|
2024
Q3 | $18K | Buy |
184
+40
| +28% | +$3.91K | 0.01% | 721 |
|
2024
Q2 | $12K | Hold |
144
| – | – | ﹤0.01% | 785 |
|
2024
Q1 | $12.7K | Hold |
144
| – | – | ﹤0.01% | 762 |
|
2023
Q4 | $13K | Hold |
144
| – | – | ﹤0.01% | 708 |
|
2023
Q3 | $11.4K | Buy |
+144
| New | +$11.4K | ﹤0.01% | 758 |
|
2023
Q1 | $13K | Buy |
+144
| New | +$13K | 0.01% | 736 |
|
2022
Q4 | – | Sell |
-86
| Closed | -$7K | – | 901 |
|
2022
Q3 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 814 |
|