UWM
USAdvisors Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,738
| Closed | -$209K | – | 137 |
|
|
2021
Q4 | $209K | Buy |
+1,738
| New | +$209K | 0.09% | 121 |
|
|
2020
Q2 | – | Sell |
-41,648
| Closed | -$2.99M | – | 74 |
|
|
2020
Q1 | $2.99M | Buy |
41,648
+4,643
| +13% | +$333K | 1.84% | 16 |
|
|
2019
Q4 | $3.54M | Buy |
37,005
+4,680
| +14% | +$448K | 1.84% | 17 |
|
|
2019
Q3 | $3.1M | Buy |
32,325
+1,700
| +6% | +$163K | 1.6% | 18 |
|
|
2019
Q2 | $2.75K | Buy |
+30,625
| New | +$2.75K | 1.18% | 16 |
|