Wealthspire Advisors (Maryland)’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
Q3 | – | Sell |
-1,283
| Closed | -$208K | – | 491 |
|
|
2020
Q2 | $208K | Buy |
+1,283
| New | +$208K | 0.01% | 413 |
|
|
2019
Q2 | – | Sell |
-1,144
| Closed | -$163K | – | 557 |
|
|
2019
Q1 | $163K | Sell |
1,144
-104
| -8% | -$14.8K | 0.01% | 482 |
|
|
2018
Q4 | $144K | Buy |
1,248
+442
| +55% | +$51K | 0.01% | 491 |
|
|
2018
Q3 | $101K | Sell |
806
-5
| -0.6% | -$627 | 0.01% | 678 |
|
|
2018
Q2 | $102K | Buy |
811
+21
| +3% | +$2.64K | 0.01% | 695 |
|
|
2018
Q1 | $99K | Buy |
790
+284
| +56% | +$35.6K | 0.01% | 718 |
|
|
2017
Q4 | $66K | Buy |
506
+7
| +1% | +$913 | 0.01% | 888 |
|
|
2017
Q3 | $59K | Buy |
499
+462
| +1,249% | +$54.6K | 0.01% | 905 |
|
|
2017
Q2 | $4K | Buy |
37
+6
| +19% | +$649 | ﹤0.01% | 1802 |
|
|
2017
Q1 | $3K | Buy |
31
+26
| +520% | +$2.52K | ﹤0.01% | 1609 |
|
|
2016
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1616 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1617 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q1 | $0 | Sell |
5
-11
| -69% | – | ﹤0.01% | 1741 |
|
|
2015
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1591 |
|