B. Riley Wealth Advisors’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 |
-1,813
| Closed | -$207K | – | 1465 |
|
|
2023
Q2 | $207K | Buy |
+1,813
| New | +$207K | ﹤0.01% | 1341 |
|
|
2022
Q1 | – | Sell |
-1,596
| Closed | -$356K | – | 1386 |
|
|
2021
Q4 | $356K | Buy |
1,596
+251
| +19% | +$56K | 0.01% | 977 |
|
|
2021
Q3 | $257K | Sell |
1,345
-45
| -3% | -$8.6K | 0.01% | 1121 |
|
|
2021
Q2 | $253K | Buy |
+1,390
| New | +$253K | 0.01% | 1116 |
|
|
2021
Q1 | – | Sell |
-1,448
| Closed | -$259K | – | 1348 |
|
|
2020
Q4 | $259K | Sell |
1,448
-185
| -11% | -$33.1K | 0.01% | 835 |
|
|
2020
Q3 | $263K | Buy |
+1,633
| New | +$263K | 0.01% | 748 |
|
|
2015
Q1 | – | Sell |
-482
| Closed | -$43 | – | 653 |
|
|
2014
Q4 | $43 | Buy |
+482
| New | +$43 | ﹤0.01% | 2164 |
|
|
2014
Q3 | – | Sell |
-544
| Closed | -$42.2K | – | 730 |
|
|
2014
Q2 | $42.2K | Buy |
+544
| New | +$42.2K | 0.01% | 1107 |
|