Simplicity Solutions’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $208K | Buy |
+1,640
| New | +$208K | 0.01% | 967 |
|
|
2023
Q2 | – | Sell |
-2,070
| Closed | -$260K | – | 1066 |
|
|
2023
Q1 | $260K | Buy |
2,070
+333
| +19% | +$41.8K | 0.01% | 908 |
|
|
2022
Q4 | $253K | Buy |
+1,737
| New | +$253K | 0.03% | 531 |
|
|
2022
Q2 | – | Sell |
-1,055
| Closed | -$212K | – | 642 |
|
|
2022
Q1 | $212K | Buy |
+1,055
| New | +$212K | 0.03% | 585 |
|
|
2021
Q1 | – | Sell |
-1,919
| Closed | -$342K | – | 508 |
|
|
2020
Q4 | $342K | Buy |
1,919
+90
| +5% | +$16K | 0.01% | 756 |
|
|
2020
Q3 | $293K | Buy |
+1,829
| New | +$293K | 0.01% | 726 |
|