Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-615
| Closed | -$61K | – | 2166 |
|
|
2021
Q1 | $61K | Sell |
615
-23
| -4% | -$2.28K | ﹤0.01% | 1568 |
|
|
2020
Q4 | $55K | Hold |
638
| – | – | ﹤0.01% | 1358 |
|
|
2020
Q3 | $52K | Sell |
638
-434
| -40% | -$35.4K | ﹤0.01% | 1195 |
|
|
2020
Q2 | $86K | Sell |
1,072
-2,185
| -67% | -$175K | ﹤0.01% | 1011 |
|
|
2020
Q1 | $234K | Buy |
3,257
+1,108
| +52% | +$79.6K | 0.02% | 610 |
|
|
2019
Q4 | $206K | Buy |
2,149
+1,620
| +306% | +$155K | 0.02% | 703 |
|
|
2019
Q3 | $51K | Buy |
+529
| New | +$51K | ﹤0.01% | 995 |
|
|
2018
Q4 | – | Sell |
-40,108
| Closed | -$2.07M | – | 521 |
|
|
2018
Q3 | $2.07M | Buy |
+40,108
| New | +$2.07M | 0.3% | 65 |
|