Windsor Capital Management’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
Q4 | – | Sell |
-5,574
| Closed | -$701K | – | 115 |
|
|
2018
Q3 | $701K | Sell |
5,574
-210
| -4% | -$26.4K | 0.32% | 72 |
|
|
2018
Q2 | $729K | Sell |
5,784
-46
| -0.8% | -$5.8K | 0.34% | 68 |
|
|
2018
Q1 | $728K | Sell |
5,830
-174
| -3% | -$21.7K | 0.34% | 66 |
|
|
2017
Q4 | $784K | Buy |
6,004
+627
| +12% | +$81.9K | 0.37% | 58 |
|
|
2017
Q3 | $647K | Hold |
5,377
| – | – | 0.33% | 63 |
|
|
2017
Q2 | $647K | Buy |
+5,377
| New | +$647K | 0.33% | 64 |
|