First Affirmative Financial Network’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
Q1 | – | Sell |
-1,610
| Closed | -$234K | – | 165 |
|
|
2022
Q4 | $234K | Sell |
1,610
-218
| -12% | -$31.7K | 0.28% | 118 |
|
|
2022
Q3 | $256K | Sell |
1,828
-178
| -9% | -$24.9K | 0.33% | 94 |
|
|
2022
Q2 | $291K | Sell |
2,006
-14
| -0.7% | -$2.03K | 0.33% | 87 |
|
|
2022
Q1 | $407K | Buy |
2,020
+219
| +12% | +$44.1K | 0.39% | 70 |
|
|
2021
Q4 | $401K | Buy |
1,801
+505
| +39% | +$112K | 0.37% | 74 |
|
|
2021
Q3 | $248K | Buy |
+1,296
| New | +$248K | 0.26% | 120 |
|