Clearview 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 |
-85
| Closed | -$9.65K | – | 148 |
|
|
2023
Q2 | $9.65K | Hold |
85
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $10.7K | Hold |
85
| – | – | 0.01% | 359 |
|
|
2022
Q4 | $12.4K | Hold |
85
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $12K | Sell |
85
-30
| -26% | -$4.24K | 0.01% | 311 |
|
|
2022
Q2 | $17K | Sell |
115
-60
| -34% | -$8.87K | 0.01% | 296 |
|
|
2022
Q1 | $35K | Sell |
175
-138
| -44% | -$27.6K | 0.02% | 237 |
|
|
2021
Q4 | $70K | Buy |
313
+60
| +24% | +$13.4K | 0.04% | 198 |
|
|
2021
Q3 | $48K | Buy |
253
+8
| +3% | +$1.52K | 0.03% | 236 |
|
|
2021
Q2 | $45K | Buy |
+245
| New | +$45K | 0.03% | 247 |
|