Personal Capital Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,661
Closed -$228K 364
2020
Q1
$228K Sell
1,661
-90
-5% -$14.1K ﹤0.01% 319
2019
Q4
$283K Buy
1,751
+85
+5% +$13.4K ﹤0.01% 335
2019
Q3
$256K Buy
1,666
+10
+0.6% +$1.48K ﹤0.01% 312
2019
Q2
$234K Sell
1,656
-11
-0.7% -$1.59K ﹤0.01% 294
2019
Q1
$238K Sell
1,667
-1,900
-53% -$250K ﹤0.01% 296
2018
Q4
$411K Buy
3,567
+17
+0.5% +$2.07K 0.01% 241
2018
Q3
$447K Hold
3,550
0.01% 228
2018
Q2
$448K Buy
3,550
+14
+0.4% +$1.75K 0.01% 214
2018
Q1
$442K Buy
3,536
+89
+3% +$11K 0.01% 191
2017
Q4
$450K Buy
3,447
+300
+10% +$37.8K 0.01% 191
2017
Q3
$374K Buy
3,147
+700
+29% +$84.1K 0.01% 188
2017
Q2
$295K Sell
2,447
-550
-18% -$64K 0.01% 194
2017
Q1
$329K Sell
2,997
-30
-1% -$3.39K 0.01% 180
2016
Q4
$336K Sell
3,027
-4,902
-62% -$526K 0.01% 154
2016
Q3
$871K Buy
7,929
+2,370
+43% +$258K 0.03% 133
2016
Q2
$576K Sell
5,559
-350
-6% -$33.4K 0.02% 140
2016
Q1
$537K Hold
5,909
0.02% 131
2015
Q4
$534K Buy
5,909
+3,500
+145% +$316K 0.03% 134
2015
Q3
$204K Hold
2,409
0.01% 141
2015
Q2
$211K Sell
2,409
-1,041
-30% -$96.6K 0.01% 139
2015
Q1
$338K Buy
+3,450
New +$333K 0.03% 127

Other funds holding ARE