Montz Harcus Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $845K | Buy |
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|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $670K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $369K | Buy |
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