SHELTON REAL ESTATE INCOME FUND ARE Holdings History
Number of Shares
1,860.00
Current Holdings Value*
$297,600.00
% of Portfolio
7.36%
Total Estimate Gain
$-122,846.00
% of Total Estimate Gain
-27.34%
SHELTON REAL ESTATE INCOME FUND's Alexandria Real Estate Equities Inc Holding Summary
As of 2020-09-30, SCM Trust held 1,860.00 shares of Alexandria Real Estate Equities Inc(ARE), totaling $297,600.00. This investment constitutes 7.36% of their stock portfolio, and SCM Trust now holds 0% of the outstanding Alexandria Real Estate Equities Inc(ARE) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $160.47 for 1,180.00 shares. Based on historical transaction data and ARE's current price of $73.68, SHELTON REAL ESTATE INCOME FUND's estimated gain on his ARE holdings is $-122,846.00, reflecting a -27.34% gain to date.
SHELTON REAL ESTATE INCOME FUND ARE ($73.68) Holding Chart
SHELTON REAL ESTATE INCOME FUND ARE ($73.68) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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