Apollon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,317
| Closed | -$324K | – | 1208 |
|
|
2024
Q4 | $324K | Buy |
3,317
+764
| +30% | +$74.5K | 0.01% | 912 |
|
|
2024
Q3 | $303K | Buy |
2,553
+587
| +30% | +$69.7K | 0.01% | 907 |
|
|
2024
Q2 | $230K | Sell |
1,966
-472
| -19% | -$55.2K | 0.01% | 961 |
|
|
2024
Q1 | $314K | Buy |
+2,438
| New | +$314K | 0.01% | 848 |
|
|
2023
Q1 | – | Sell |
-1,936
| Closed | -$282K | – | 873 |
|
|
2022
Q4 | $282K | Buy |
+1,936
| New | +$282K | 0.02% | 678 |
|