IAG Wealth Partners’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
Q3 | – | Sell |
-95
| Closed | -$10.8K | – | 453 |
|
|
2023
Q2 | $10.8K | Hold |
95
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $11.9K | Buy |
+95
| New | +$11.9K | ﹤0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-94
| Closed | -$19K | – | 435 |
|
|
2022
Q1 | $19K | Hold |
94
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $21K | Buy |
+94
| New | +$21K | 0.01% | 219 |
|