Executive Wealth Management’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
Q2
Sell
-8,202
Closed -$1.03M 200
2023
Q1
$1.03M Buy
8,202
+1,450
+21% +$182K 0.11% 115
2022
Q4
$984K Buy
6,752
+5,824
+628% +$848K 0.12% 116
2022
Q3
$928 Sell
928
-3,783
-80% -$3.78K 0.13% 109
2022
Q2
$683K Buy
+4,711
New +$683K 0.09% 118