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Sowell Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

Sowell Financial Services’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,125
Closed -$199K – 649
2021
Q1 		$199K Buy
1,125
+95
+9% +$15.8K 0.01% 1051
2020
Q4 		$184K Buy
1,030
+52
+5% +$8.59K 0.01% 885
2020
Q3 		$156K Buy
978
+46
+5% +$7.68K 0.01% 816
2020
Q2 		$151K Buy
932
+711
+322% +$109K 0.01% 821
2020
Q1 		$30K Buy
221
+146
+195% +$22.9K ﹤0.01% 1242
2019
Q4 		$12K Buy
75
+70
+1,400% +$11K ﹤0.01% 1611
2019
Q3 		$1K Buy
+5
New +$739 ﹤0.01% 2185

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