Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 487 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1854 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1908 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2001 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2012 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q1 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 1843 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1713 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1385 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | -$4K | – | 1430 |
|
|
2019
Q1 | $4K | Sell |
31
-25
| -45% | -$3.23K | ﹤0.01% | 881 |
|
|
2018
Q4 | $6K | Sell |
56
-2,650
| -98% | -$284K | ﹤0.01% | 693 |
|
|
2018
Q3 | $340K | Buy |
+2,706
| New | +$340K | 0.2% | 78 |
|
|
2018
Q2 | – | Sell |
-2,750
| Closed | -$335K | – | 604 |
|
|
2018
Q1 | $335K | Buy |
2,750
+82
| +3% | +$9.99K | 0.25% | 88 |
|
|
2017
Q4 | $337K | Buy |
2,668
+23
| +0.9% | +$2.91K | 0.25% | 81 |
|
|
2017
Q3 | $320K | Buy |
2,645
+2,270
| +605% | +$275K | 0.29% | 70 |
|
|
2017
Q2 | $44K | Buy |
375
+262
| +232% | +$30.7K | 0.05% | 253 |
|
|
2017
Q1 | $13K | Buy |
+113
| New | +$13K | 0.01% | 444 |
|