Crumly & Associates’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 |
-4,757
| Closed | -$556K | – | 149 |
|
|
2024
Q2 | $556K | Buy |
4,757
+230
| +5% | +$26.9K | 0.16% | 88 |
|
|
2024
Q1 | $584K | Sell |
4,527
-79
| -2% | -$10.2K | 0.15% | 88 |
|
|
2023
Q4 | $584K | Buy |
4,606
+2,476
| +116% | +$314K | 0.17% | 73 |
|
|
2023
Q3 | $213K | Sell |
2,130
-7
| -0.3% | -$701 | 0.08% | 109 |
|
|
2023
Q2 | $242K | Buy |
+2,137
| New | +$242K | 0.1% | 107 |
|
|
2022
Q4 | – | Sell |
-2,357
| Closed | -$330K | – | 97 |
|
|
2022
Q3 | $330K | Sell |
2,357
-52
| -2% | -$7.28K | 0.14% | 85 |
|
|
2022
Q2 | $349K | Buy |
2,409
+408
| +20% | +$59.1K | 0.15% | 83 |
|
|
2022
Q1 | $403K | Sell |
2,001
-3
| -0.1% | -$604 | 0.15% | 82 |
|
|
2021
Q4 | $384K | Sell |
2,004
-1,026
| -34% | -$197K | 0.15% | 78 |
|
|
2021
Q3 | $579K | Buy |
3,030
+249
| +9% | +$47.6K | 0.27% | 62 |
|
|
2021
Q2 | $506K | Buy |
2,781
+654
| +31% | +$119K | 0.25% | 71 |
|
|
2021
Q1 | $349K | Buy |
+2,127
| New | +$349K | 0.2% | 63 |
|