Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $109K | Buy |
572
+238
| +71% | +$45.4K | 0.02% | 411 |
|
|
2021
Q2 | $60K | Buy |
334
+202
| +153% | +$36.3K | 0.01% | 516 |
|
|
2021
Q1 | $21K | Buy |
132
+11
| +9% | +$1.75K | ﹤0.01% | 760 |
|
|
2020
Q4 | $21K | Sell |
121
-8
| -6% | -$1.39K | 0.01% | 651 |
|
|
2020
Q3 | $20K | Buy |
129
+8
| +7% | +$1.24K | 0.01% | 577 |
|
|
2020
Q2 | $19K | Sell |
121
-2
| -2% | -$314 | 0.01% | 551 |
|
|
2020
Q1 | $16K | Buy |
123
+69
| +128% | +$8.98K | 0.01% | 544 |
|
|
2019
Q4 | $8K | Hold |
54
| – | – | ﹤0.01% | 814 |
|
|
2019
Q3 | $8K | Hold |
54
| – | – | ﹤0.01% | 773 |
|
|
2019
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $7K | Buy |
54
+31
| +135% | +$4.02K | ﹤0.01% | 744 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 843 |
|