Moody National Bank Trust Division’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 |
-1,678
| Closed | -$211K | – | 612 |
|
|
2023
Q1 | $211K | Hold |
1,678
| – | – | 0.02% | 577 |
|
|
2022
Q4 | $244K | Buy |
1,678
+163
| +11% | +$23.7K | 0.02% | 537 |
|
|
2022
Q3 | $212K | Hold |
1,515
| – | – | 0.02% | 553 |
|
|
2022
Q2 | $220K | Buy |
+1,515
| New | +$220K | 0.02% | 482 |
|
|
2019
Q2 | – | Sell |
-147
| Closed | -$21K | – | 406 |
|
|
2019
Q1 | $21K | Buy |
147
+37
| +34% | +$5.29K | ﹤0.01% | 532 |
|
|
2018
Q4 | $13K | Buy |
+110
| New | +$13K | ﹤0.01% | 559 |
|