CWA
Cypress Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.25M | Buy |
8,762
+1,007
| +13% | +$144K | 1.43% | 26 |
|
|
2018
Q4 | $894K | Sell |
7,755
-1,770
| -19% | -$204K | 1.23% | 30 |
|
|
2018
Q3 | $1.2M | Buy |
9,525
+1,915
| +25% | +$241K | 1.26% | 33 |
|
|
2018
Q2 | $960K | Buy |
7,610
+1,583
| +26% | +$200K | 1.04% | 35 |
|
|
2018
Q1 | $753K | Buy |
+6,027
| New | +$753K | 0.82% | 42 |
|