WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-38
| Closed | -$4K | – | 1655 |
|
|
2015
Q1 | $4K | Buy |
38
+1
| +3% | +$105 | ﹤0.01% | 1399 |
|
|
2014
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 1732 |
|
|
2014
Q3 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1752 |
|
|
2013
Q3 | – | Sell |
-70
| Closed | -$5K | – | 2146 |
|
|
2013
Q2 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1648 |
|