PRWA
Platte River Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,696
| Closed | -$538K | – | 94 |
|
|
2022
Q4 | $538K | Hold |
3,696
| – | – | 0.23% | 56 |
|
|
2022
Q3 | $518K | Sell |
3,696
-387
| -9% | -$54.2K | 0.23% | 58 |
|
|
2022
Q2 | $592K | Hold |
4,083
| – | – | 0.26% | 55 |
|
|
2022
Q1 | $822K | Hold |
4,083
| – | – | 0.3% | 53 |
|
|
2021
Q4 | $852K | Sell |
4,083
-527
| -11% | -$110K | 0.29% | 54 |
|
|
2021
Q3 | $881K | Buy |
4,610
+40
| +0.9% | +$7.64K | 0.33% | 53 |
|
|
2021
Q2 | $831K | Sell |
4,570
-90
| -2% | -$16.4K | 0.32% | 58 |
|
|
2021
Q1 | $789K | Buy |
4,660
+60
| +1% | +$10.2K | 0.32% | 55 |
|
|
2020
Q4 | $790K | Sell |
4,600
-150
| -3% | -$25.8K | 0.34% | 54 |
|
|
2020
Q3 | $760K | Hold |
4,750
| – | – | 0.39% | 53 |
|
|
2020
Q2 | $783K | Buy |
+4,750
| New | +$783K | 0.43% | 57 |
|
|
2019
Q4 | $835K | Buy |
+5,118
| New | +$835K | 0.44% | 67 |
|