SWA
Sutton 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
Q3 | $300 | Hold |
3
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $340 | Sell |
3
-69
| -96% | -$7.82K | ﹤0.01% | 818 |
|
|
2023
Q1 | $9.04K | Sell |
72
-7
| -9% | -$879 | ﹤0.01% | 443 |
|
|
2022
Q4 | $11.5K | Sell |
79
-13
| -14% | -$1.89K | ﹤0.01% | 895 |
|
|
2022
Q3 | $13K | Buy |
92
+42
| +84% | +$5.91K | 0.01% | 813 |
|
|
2022
Q2 | $7.3K | Buy |
50
+2
| +4% | +$292 | ﹤0.01% | 991 |
|
|
2022
Q1 | $9.73K | Buy |
48
+21
| +78% | +$4.26K | ﹤0.01% | 936 |
|
|
2021
Q4 | $6.02K | Hold |
27
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q3 | $5.16K | Sell |
27
-6
| -18% | -$1.15K | ﹤0.01% | 1051 |
|
|
2021
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q1 | $5.42K | Buy |
33
+6
| +22% | +$986 | ﹤0.01% | 1003 |
|
|
2020
Q4 | $4.81K | Buy |
27
+4
| +17% | +$713 | ﹤0.01% | 987 |
|
|
2020
Q3 | $3.68K | Hold |
23
| – | – | ﹤0.01% | 990 |
|
|
2020
Q2 | $3.73K | Sell |
23
-6
| -21% | -$974 | ﹤0.01% | 975 |
|
|
2020
Q1 | $3.98K | Sell |
29
-2
| -6% | -$274 | ﹤0.01% | 894 |
|
|
2019
Q4 | $5.01K | Buy |
31
+20
| +182% | +$3.23K | ﹤0.01% | 948 |
|
|
2019
Q3 | $1.69K | Buy |
+11
| New | +$1.69K | ﹤0.01% | 1074 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$37.9K | – | 1128 |
|
|
2018
Q2 | $37.9K | Hold |
300
| – | – | 0.03% | 364 |
|
|
2018
Q1 | $37.5K | Buy |
+300
| New | +$37.5K | 0.03% | 352 |
|