Wealthfront’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $207K | Sell |
1,643
-146
| -8% | -$18.4K | ﹤0.01% | 499 |
|
2018
Q2 | $226K | Sell |
1,789
-2,420
| -57% | -$306K | ﹤0.01% | 479 |
|
2018
Q1 | $526K | Buy |
4,209
+2,448
| +139% | +$306K | 0.01% | 376 |
|
2017
Q4 | $230K | Buy |
+1,761
| New | +$230K | ﹤0.01% | 472 |
|
2017
Q3 | – | Sell |
-1,771
| Closed | -$213K | – | 498 |
|
2017
Q2 | $213K | Buy |
+1,771
| New | +$213K | ﹤0.01% | 444 |
|
2015
Q4 | – | Sell |
-353
| Closed | -$30K | – | 342 |
|
2015
Q3 | $30K | Buy |
353
+170
| +93% | +$14.4K | ﹤0.01% | 620 |
|
2015
Q2 | $16K | Buy |
183
+111
| +154% | +$9.71K | ﹤0.01% | 698 |
|
2015
Q1 | $7K | Buy |
72
+71
| +7,100% | +$6.9K | ﹤0.01% | 699 |
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 678 |
|