Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$1.05K | – | 959 |
|
|
2024
Q2 | $1.05K | Sell |
9
-41
| -82% | -$4.8K | ﹤0.01% | 724 |
|
|
2024
Q1 | $6.45K | Buy |
+50
| New | +$6.45K | ﹤0.01% | 621 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$5.01K | – | 821 |
|
|
2023
Q3 | $5.01K | Sell |
50
-5
| -9% | -$501 | ﹤0.01% | 717 |
|
|
2023
Q2 | $6.24K | Buy |
55
+50
| +1,000% | +$5.68K | ﹤0.01% | 670 |
|
|
2023
Q1 | $628 | Hold |
5
| – | – | ﹤0.01% | 931 |
|
|
2022
Q4 | $728 | Buy |
+5
| New | +$728 | ﹤0.01% | 1129 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | – | – | 1039 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 998 |
|