Perigon Wealth Management’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 |
-2,554
| Closed | -$321K | – | 781 |
|
|
2023
Q1 | $321K | Buy |
2,554
+265
| +12% | +$33.3K | 0.02% | 522 |
|
|
2022
Q4 | $333K | Buy |
+2,289
| New | +$333K | 0.02% | 500 |
|
|
2021
Q1 | – | Sell |
-138
| Closed | -$25K | – | 511 |
|
|
2020
Q4 | $25K | Buy |
+138
| New | +$25K | ﹤0.01% | 950 |
|
|
2017
Q2 | – | Sell |
-990
| Closed | -$110K | – | 576 |
|
|
2017
Q1 | $110K | Buy |
990
+790
| +395% | +$87.8K | 0.02% | 293 |
|
|
2016
Q4 | $24K | Buy |
+200
| New | +$24K | 0.01% | 437 |
|