TrueWealth LLC’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
Q2 | – | Sell |
-33
| Closed | -$5K | – | 710 |
|
|
2020
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 539 |
|
|
2019
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 556 |
|
|
2019
Q3 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 556 |
|
|
2019
Q2 | – | Hold |
0
| – | -$5K | – | 560 |
|
|
2019
Q1 | – | Hold |
0
| – | -$4K | – | 561 |
|
|
2018
Q4 | – | Hold |
0
| – | -$10K | – | 572 |
|
|
2018
Q3 | – | Hold |
0
| – | -$10K | – | 478 |
|
|
2018
Q2 | – | Hold |
0
| – | -$10K | – | 478 |
|
|
2018
Q1 | – | Hold |
0
| – | -$17K | – | 446 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 418 |
|