L.J. Altfest & Co’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
Q2 | – | Sell |
-4,540
| Closed | -$570K | – | 289 |
|
|
2023
Q1 | $570K | Sell |
4,540
-9
| -0.2% | -$1.13K | 0.09% | 151 |
|
|
2022
Q4 | $663K | Buy |
4,549
+553
| +14% | +$80.6K | 0.11% | 128 |
|
|
2022
Q3 | $560K | Buy |
3,996
+55
| +1% | +$7.71K | 0.11% | 126 |
|
|
2022
Q2 | $572K | Buy |
3,941
+1,393
| +55% | +$202K | 0.1% | 133 |
|
|
2022
Q1 | $513K | Buy |
+2,548
| New | +$513K | 0.09% | 149 |
|