Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $280K | Buy |
1,718
+150
| +10% | +$24.4K | 0.09% | 126 |
|
|
2020
Q1 | $216K | Buy |
1,568
+1,491
| +1,936% | +$205K | 0.07% | 128 |
|
|
2019
Q4 | $13K | Hold |
77
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $11K | Sell |
77
-10
| -11% | -$1.43K | ﹤0.01% | 431 |
|
|
2019
Q2 | $12K | Hold |
87
| – | – | ﹤0.01% | 405 |
|
|
2019
Q1 | $12K | Hold |
87
| – | – | ﹤0.01% | 422 |
|
|
2018
Q4 | $10K | Buy |
87
+12
| +16% | +$1.38K | ﹤0.01% | 383 |
|
|
2018
Q3 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 570 |
|