AllSquare Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-106
| Closed | -$24K | – | 501 |
|
|
2021
Q4 | $24K | Sell |
106
-19
| -15% | -$4.3K | 0.01% | 306 |
|
|
2021
Q3 | $24K | Hold |
125
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $23K | Hold |
125
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $21K | Hold |
125
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $22K | Hold |
125
| – | – | 0.01% | 269 |
|
|
2020
Q3 | $20K | Hold |
125
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $20K | Buy |
+125
| New | +$20K | 0.02% | 260 |
|