BSW Wealth 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 |
-1,397
| Closed | -$204K | – | 318 |
|
|
2022
Q4 | $204K | Buy |
+1,397
| New | +$204K | 0.04% | 279 |
|
|
2022
Q3 | – | Sell |
-1,413
| Closed | -$205K | – | 269 |
|
|
2022
Q2 | $205K | Buy |
1,413
+101
| +8% | +$14.7K | 0.05% | 257 |
|
|
2022
Q1 | $264K | Buy |
1,312
+307
| +31% | +$61.8K | 0.07% | 226 |
|
|
2021
Q4 | $224K | Buy |
+1,005
| New | +$224K | 0.06% | 232 |
|