Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-750
| Closed | -$134K | – | 822 |
|
|
2020
Q4 | $134K | Hold |
750
| – | – | 0.03% | 208 |
|
|
2020
Q3 | $120K | Hold |
750
| – | – | 0.03% | 210 |
|
|
2020
Q2 | $122K | Buy |
+750
| New | +$122K | 0.03% | 190 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$210K | – | 667 |
|
|
2019
Q4 | $210K | Hold |
1,300
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $200K | Hold |
1,300
| – | – | 0.06% | 135 |
|
|
2019
Q2 | $183K | Buy |
+1,300
| New | +$183K | 0.05% | 156 |
|