IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,049
| Closed | -$360K | – | 1085 |
|
|
2024
Q3 | $360K | Buy |
+3,049
| New | +$360K | 0.01% | 838 |
|
|
2018
Q2 | – | Sell |
-29
| Closed | -$4K | – | 468 |
|
|
2018
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 1371 |
|
|
2017
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q2 | $75 | Hold |
29
| – | – | 0.04% | 403 |
|
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 1017 |
|
|
2016
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 970 |
|