J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.2M | Sell |
102,345
-331,690
| -76% | -$33.2M | 0.03% | 372 |
|
|
2023
Q2 | $49.3M | Sell |
434,035
-173,415
| -29% | -$19.7M | 0.26% | 86 |
|
|
2023
Q1 | $76.3M | Buy |
607,450
+72,894
| +14% | +$9.15M | 0.16% | 135 |
|
|
2022
Q4 | $77.9M | Buy |
534,556
+235,821
| +79% | +$34.4M | 0.17% | 127 |
|
|
2022
Q3 | $41.9M | Buy |
298,735
+11,073
| +4% | +$1.55M | 0.11% | 192 |
|
|
2022
Q2 | $41.7M | Buy |
287,662
+32,730
| +13% | +$4.75M | 0.11% | 194 |
|
|
2022
Q1 | $51.3M | Buy |
254,932
+52,988
| +26% | +$10.7M | 0.11% | 188 |
|
|
2021
Q4 | $45M | Buy |
201,944
+10,371
| +5% | +$2.31M | 0.1% | 200 |
|
|
2021
Q3 | $36.6M | Buy |
191,573
+14,825
| +8% | +$2.83M | 0.09% | 224 |
|
|
2021
Q2 | $32.2M | Buy |
176,748
+14,366
| +9% | +$2.61M | 0.08% | 232 |
|
|
2021
Q1 | $26.7M | Sell |
162,382
-760
| -0.5% | -$125K | 0.09% | 222 |
|
|
2020
Q4 | $29.1M | Buy |
163,142
+58
| +0% | +$10.3K | 0.09% | 207 |
|
|
2020
Q3 | $26.1M | Buy |
163,084
+57
| +0% | +$9.12K | 0.1% | 183 |
|
|
2020
Q2 | $26.5M | Buy |
163,027
+37,142
| +30% | +$6.03M | 0.12% | 165 |
|
|
2020
Q1 | $17.3M | Buy |
125,885
+64,547
| +105% | +$8.85M | 0.1% | 188 |
|
|
2019
Q4 | $9.91M | Buy |
61,338
+1,556
| +3% | +$251K | 0.05% | 309 |
|
|
2019
Q3 | $9.21M | Buy |
59,782
+3,900
| +7% | +$601K | 0.05% | 306 |
|
|
2019
Q2 | $7.88M | Sell |
55,882
-1,071
| -2% | -$151K | 0.04% | 309 |
|
|
2019
Q1 | $8.12M | Buy |
56,953
+1,363
| +2% | +$194K | 0.04% | 313 |
|
|
2018
Q4 | $6.41M | Sell |
55,590
-980
| -2% | -$113K | 0.04% | 323 |
|
|
2018
Q3 | $7.12M | Buy |
56,570
+3,555
| +7% | +$447K | 0.03% | 358 |
|
|
2018
Q2 | $6.69M | Buy |
+53,015
| New | +$6.69M | 0.04% | 341 |
|