SYSTM Wealth Solutions’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-432
| Closed | -$51K | – | 126 |
|
|
2024
Q2 | $51K | Hold |
432
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $56.2K | Sell |
432
-188
| -30% | -$24.4K | 0.01% | 563 |
|
|
2023
Q4 | $79.3K | Buy |
+620
| New | +$79.3K | 0.01% | 492 |
|
|
2023
Q1 | – | Sell |
-5,493
| Closed | -$800K | – | 468 |
|
|
2022
Q4 | $800K | Buy |
+5,493
| New | +$800K | 0.1% | 253 |
|