Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 536 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1912 |
|
|
2020
Q3 | – | Sell |
-64
| Closed | -$10K | – | 1545 |
|
|
2020
Q2 | $10K | Buy |
64
+20
| +45% | +$3.13K | ﹤0.01% | 1200 |
|
|
2020
Q1 | $6K | Hold |
44
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q4 | $7K | Hold |
44
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q3 | $7K | Hold |
44
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q2 | $6K | Hold |
44
| – | – | ﹤0.01% | 1133 |
|
|
2019
Q1 | $6K | Hold |
44
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 1044 |
|
|
2018
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 1159 |
|
|
2018
Q2 | $6K | Sell |
44
-2
| -4% | -$273 | ﹤0.01% | 1060 |
|
|
2018
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 947 |
|
|
2017
Q3 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 854 |
|