M. Kulyk & Associates’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
Q1 | – | Sell |
-32,583
| Closed | -$4.13M | – | 107 |
|
|
2023
Q4 | $4.13M | Buy |
32,583
+660
| +2% | +$83.7K | 0.96% | 40 |
|
|
2023
Q3 | $3.2M | Buy |
31,923
+2,349
| +8% | +$235K | 0.89% | 40 |
|
|
2023
Q2 | $3.36M | Buy |
29,574
+6,633
| +29% | +$753K | 0.94% | 42 |
|
|
2023
Q1 | $2.88M | Buy |
22,941
+1,198
| +6% | +$150K | 0.87% | 40 |
|
|
2022
Q4 | $3.17M | Buy |
21,743
+558
| +3% | +$81.3K | 1.06% | 37 |
|
|
2022
Q3 | $2.97M | Buy |
21,185
+7,989
| +61% | +$1.12M | 1.03% | 37 |
|
|
2022
Q2 | $1.91M | Buy |
+13,196
| New | +$1.91M | 0.6% | 45 |
|