VFA
Values First Advisors’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$1.93K | – | 181 |
|
|
2023
Q1 | $1.93K | Buy |
+15
| New | +$1.93K | ﹤0.01% | 326 |
|
|
2022
Q4 | – | Sell |
-1,443
| Closed | -$202K | – | 159 |
|
|
2022
Q3 | $202K | Sell |
1,443
-247
| -15% | -$34.6K | 0.15% | 131 |
|
|
2022
Q2 | $245K | Buy |
1,690
+63
| +4% | +$9.13K | 0.17% | 122 |
|
|
2022
Q1 | $327K | Buy |
1,627
+69
| +4% | +$13.9K | 0.21% | 122 |
|
|
2021
Q4 | $347K | Buy |
+1,558
| New | +$347K | 0.21% | 121 |
|