Abundance Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
19,806
+4,399
| +29% | +$333K | 0.28% | 63 |
|
|
2025
Q1 | $1.47M | Buy |
15,407
+2,641
| +21% | +$251K | 0.31% | 63 |
|
|
2024
Q4 | $1.25M | Sell |
12,766
-602
| -5% | -$58.7K | 0.27% | 58 |
|
|
2024
Q3 | $1.59M | Buy |
13,368
+151
| +1% | +$17.9K | 0.33% | 52 |
|
|
2024
Q2 | $1.55M | Buy |
13,217
+245
| +2% | +$28.7K | 0.71% | 26 |
|
|
2024
Q1 | $1.67M | Buy |
12,972
+1,975
| +18% | +$255K | 0.38% | 45 |
|
|
2023
Q4 | $1.39M | Buy |
10,997
+499
| +5% | +$63.3K | 0.36% | 50 |
|
|
2023
Q3 | $1.05M | Buy |
+10,498
| New | +$1.05M | 0.3% | 59 |
|
|
2023
Q2 | – | Sell |
-10,607
| Closed | -$1.33M | – | 70 |
|
|
2023
Q1 | $1.33M | Buy |
10,607
+2,792
| +36% | +$351K | 0.34% | 46 |
|
|
2022
Q4 | $1.14M | Buy |
7,815
+99
| +1% | +$14.4K | 0.31% | 58 |
|
|
2022
Q3 | $1.08M | Sell |
7,716
-71
| -0.9% | -$9.96K | 0.31% | 52 |
|
|
2022
Q2 | $1.13M | Buy |
7,787
+599
| +8% | +$86.8K | 0.31% | 53 |
|
|
2022
Q1 | $1.45M | Sell |
7,188
-481
| -6% | -$96.8K | 0.39% | 44 |
|
|
2021
Q4 | $1.71M | Buy |
+7,669
| New | +$1.71M | 0.44% | 31 |
|
|
2021
Q3 | – | Sell |
-8,681
| Closed | -$1.58M | – | 49 |
|
|
2021
Q2 | $1.58M | Buy |
8,681
+2,777
| +47% | +$505K | 0.41% | 27 |
|
|
2021
Q1 | $970K | Buy |
5,904
+1,000
| +20% | +$164K | 0.24% | 46 |
|
|
2020
Q4 | $874K | Buy |
4,904
+384
| +8% | +$68.4K | 0.22% | 44 |
|
|
2020
Q3 | $723K | Sell |
4,520
-778
| -15% | -$124K | 0.21% | 46 |
|
|
2020
Q2 | $860K | Buy |
+5,298
| New | +$860K | 0.26% | 30 |
|