Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,936
| Closed | -$220K | – | 201 |
|
|
2023
Q2 | $220K | Sell |
1,936
-170
| -8% | -$19.3K | 0.09% | 182 |
|
|
2023
Q1 | $264K | Buy |
2,106
+140
| +7% | +$17.6K | 0.11% | 158 |
|
|
2022
Q4 | $286K | Buy |
1,966
+230
| +13% | +$33.5K | 0.12% | 150 |
|
|
2022
Q3 | $252K | Buy |
1,736
+169
| +11% | +$24.5K | 0.11% | 153 |
|
|
2022
Q2 | $227K | Buy |
+1,567
| New | +$227K | 0.1% | 157 |
|