Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,038
| Closed | -$235K | – | 140 |
|
|
2018
Q4 | $235K | Buy |
2,038
+4
| +0.2% | +$461 | 0.02% | 239 |
|
|
2018
Q3 | $256K | Buy |
+2,034
| New | +$256K | 0.02% | 257 |
|
|
2018
Q1 | – | Sell |
-5,387
| Closed | -$703K | – | 133 |
|
|
2017
Q4 | $703K | Buy |
+5,387
| New | +$703K | 0.05% | 109 |
|