Jamison Private 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 |
-73
| Closed | -$8.72K | – | 217 |
|
|
2024
Q3 | $8.72K | Buy |
73
+34
| +87% | +$4.06K | ﹤0.01% | 351 |
|
|
2024
Q2 | $4.59K | Hold |
39
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $5.03K | Hold |
39
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $4.95K | Hold |
39
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $3.9K | Buy |
+39
| New | +$3.9K | ﹤0.01% | 342 |
|