Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15
| Closed | -$3K | – | 173 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 574 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 622 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 525 |
|
|
2020
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 465 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$4K | – | 329 |
|
|
2019
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 425 |
|