Archford Capital Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-38
| Closed | -$5K | – | 233 |
|
2019
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 447 |
|
2019
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 426 |
|
2018
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 411 |
|
2018
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 441 |
|
2018
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 459 |
|
2018
Q1 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 379 |
|
2017
Q2 | – | Sell |
-38
| Closed | -$4K | – | 222 |
|
2017
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 485 |
|
2016
Q4 | – | Sell |
-38
| Closed | -$4K | – | 635 |
|
2016
Q3 | $4K | Sell |
38
-38
| -50% | -$4K | ﹤0.01% | 422 |
|
2016
Q2 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 404 |
|
2016
Q1 | – | Sell |
-76
| Closed | -$8K | – | 203 |
|
2015
Q4 | $8K | Hold |
76
| – | – | ﹤0.01% | 467 |
|
2015
Q3 | $6K | Buy |
76
+38
| +100% | +$3K | ﹤0.01% | 389 |
|
2015
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 417 |
|
2015
Q1 | $3.73K | Hold |
38
| – | – | ﹤0.01% | 408 |
|
2014
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 425 |
|
2014
Q3 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 430 |
|