Laurel Wealth Advisors (California)’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
Q3 | – | Sell |
-3,244
| Closed | -$310K | – | 660 |
|
|
2022
Q2 | $310K | Buy |
+3,244
| New | +$310K | 0.03% | 483 |
|
|
2020
Q3 | – | Sell |
-29,663
| Closed | -$2.39M | – | 410 |
|
|
2020
Q2 | $2.39M | Sell |
29,663
-9,294
| -24% | -$749K | 0.44% | 58 |
|
|
2020
Q1 | $2.8M | Sell |
38,957
-4,241
| -10% | -$304K | 0.64% | 36 |
|
|
2019
Q4 | $4.14M | Buy |
+43,198
| New | +$4.14M | 0.69% | 36 |
|