Shine Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $42K | Hold |
261
| – | – | 0.01% | 321 |
|
|
2020
Q2 | $42K | Hold |
261
| – | – | 0.02% | 324 |
|
|
2020
Q1 | $36K | Hold |
261
| – | – | 0.02% | 317 |
|
|
2019
Q4 | $42K | Hold |
261
| – | – | 0.02% | 354 |
|
|
2019
Q3 | $40K | Buy |
+261
| New | +$40K | 0.02% | 345 |
|
|
2019
Q2 | – | Hold |
0
| – | -$37K | – | 360 |
|
|
2019
Q1 | – | Hold |
0
| – | -$30K | – | 356 |
|
|
2018
Q4 | – | Hold |
0
| – | -$33K | – | 365 |
|
|
2018
Q3 | – | Sell |
-261
| Closed | -$33K | – | 374 |
|
|
2018
Q2 | $33K | Buy |
+261
| New | +$33K | 0.02% | 377 |
|
|
2018
Q1 | – | Hold |
0
| – | -$34K | – | 372 |
|
|
2017
Q4 | – | Hold |
0
| – | -$31K | – | 370 |
|
|
2017
Q3 | – | Hold |
0
| – | -$31K | – | 378 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 361 |
|