OWA
Outlook Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,741
| Closed | -$388K | – | 197 |
|
|
2021
Q4 | $388K | Buy |
1,741
+51
| +3% | +$11.4K | 0.11% | 153 |
|
|
2021
Q3 | $323K | Buy |
1,690
+33
| +2% | +$6.31K | 0.11% | 173 |
|
|
2021
Q2 | $302K | Buy |
1,657
+111
| +7% | +$20.2K | 0.1% | 179 |
|
|
2021
Q1 | $254K | Buy |
1,546
+37
| +2% | +$6.08K | 0.09% | 177 |
|
|
2020
Q4 | $269K | Buy |
1,509
+41
| +3% | +$7.31K | 0.1% | 162 |
|
|
2020
Q3 | $235K | Buy |
1,468
+85
| +6% | +$13.6K | 0.09% | 154 |
|
|
2020
Q2 | $224K | Buy |
+1,383
| New | +$224K | 0.1% | 153 |
|