Pinnacle Wealth Planning Services’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
Q4 | – | Sell |
-1,480
| Closed | -$207K | – | 447 |
|
|
2022
Q3 | $207K | Buy |
1,480
+48
| +3% | +$6.71K | 0.04% | 317 |
|
|
2022
Q2 | $208K | Buy |
1,432
+171
| +14% | +$24.8K | 0.04% | 338 |
|
|
2022
Q1 | $254K | Buy |
+1,261
| New | +$254K | 0.05% | 309 |
|
|
2021
Q1 | – | Sell |
-507
| Closed | -$91K | – | 441 |
|
|
2020
Q4 | $91K | Buy |
+507
| New | +$91K | 0.02% | 506 |
|