Annis Gardner Whiting Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7K | Buy |
+312
| New | +$22.7K | 0.01% | 544 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$488 | – | 747 |
|
|
2024
Q4 | $488 | Sell |
5
-131
| -96% | -$12.8K | ﹤0.01% | 741 |
|
|
2024
Q3 | $16.3K | Sell |
136
-5
| -4% | -$600 | ﹤0.01% | 488 |
|
|
2024
Q2 | $16.7K | Buy |
141
+5
| +4% | +$591 | ﹤0.01% | 598 |
|
|
2024
Q1 | $17.7K | Buy |
136
+5
| +4% | +$651 | 0.01% | 579 |
|
|
2023
Q4 | $16.8K | Hold |
131
| – | – | 0.01% | 422 |
|
|
2023
Q3 | $13.3K | Buy |
+131
| New | +$13.3K | 0.01% | 438 |
|