Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,663
| Closed | -$3.01M | – | 297 |
|
|
2022
Q4 | $3.01M | Sell |
20,663
-17,211
| -45% | -$2.51M | 0.29% | 83 |
|
|
2022
Q3 | $5.31M | Sell |
37,874
-171
| -0.4% | -$24K | 0.53% | 54 |
|
|
2022
Q2 | $5.52M | Buy |
38,045
+504
| +1% | +$73.1K | 0.52% | 54 |
|
|
2022
Q1 | $7.56M | Buy |
37,541
+1,385
| +4% | +$279K | 0.62% | 50 |
|
|
2021
Q4 | $8.06M | Buy |
36,156
+14,398
| +66% | +$3.21M | 0.61% | 51 |
|
|
2021
Q3 | $4.16M | Buy |
+21,758
| New | +$4.16M | 0.35% | 76 |
|