Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,023
| Closed | -$312K | – | 263 |
|
|
2019
Q3 | $312K | Sell |
2,023
-15,241
| -88% | -$2.35M | 0.1% | 228 |
|
|
2019
Q2 | $2.44M | Buy |
+17,264
| New | +$2.44M | 0.84% | 24 |
|
|
2018
Q3 | – | Sell |
-7,019
| Closed | -$886K | – | 344 |
|
|
2018
Q2 | $886K | Buy |
+7,019
| New | +$886K | 0.44% | 52 |
|
|
2016
Q1 | – | Sell |
-4,776
| Closed | -$432K | – | 142 |
|
|
2015
Q4 | $432K | Sell |
4,776
-16,692
| -78% | -$1.51M | 0.31% | 116 |
|
|
2015
Q3 | $1.82M | Buy |
+21,468
| New | +$1.82M | 1.06% | 15 |
|
|
2014
Q2 | – | Sell |
-5,772
| Closed | -$419K | – | 246 |
|
|
2014
Q1 | $419K | Buy |
+5,772
| New | +$419K | 0.23% | 130 |
|