IWN
Independent Wealth Network’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 | $289K | Buy |
3,161
+27
| +0.9% | +$2.47K | 0.11% | 197 |
|
|
2025
Q1 | $290K | Buy |
3,134
+146
| +5% | +$13.5K | 0.12% | 184 |
|
|
2024
Q4 | $270K | Buy |
2,988
+862
| +41% | +$77.8K | 0.11% | 184 |
|
|
2024
Q3 | $209K | Buy |
+2,126
| New | +$209K | 0.09% | 207 |
|
|
2022
Q2 | – | Sell |
-1,991
| Closed | -$222K | – | 208 |
|
|
2022
Q1 | $222K | Buy |
1,991
+94
| +5% | +$10.5K | 0.14% | 178 |
|
|
2021
Q4 | $228K | Sell |
1,897
-124
| -6% | -$14.9K | 0.14% | 175 |
|
|
2021
Q3 | $227K | Buy |
+2,021
| New | +$227K | 0.15% | 175 |
|