LGT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,139
| Closed | -$147K | – | 782 |
|
|
2024
Q1 | $147K | Sell |
1,139
-58
| -5% | -$7.48K | 0.17% | 140 |
|
|
2023
Q4 | $152K | Sell |
1,197
-76
| -6% | -$9.63K | 0.19% | 127 |
|
|
2023
Q3 | $127K | Buy |
+1,273
| New | +$127K | 0.16% | 134 |
|
|
2023
Q1 | – | Sell |
-1,603
| Closed | -$234K | – | 98 |
|
|
2022
Q4 | $234K | Buy |
+1,603
| New | +$234K | 0.27% | 84 |
|