Arkadios Wealth 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 | $417K | Buy |
5,736
+443
| +8% | +$32.2K | 0.01% | 904 |
|
|
2025
Q1 | $490K | Buy |
5,293
+844
| +19% | +$78.1K | 0.02% | 712 |
|
|
2024
Q4 | $434K | Buy |
4,449
+256
| +6% | +$25K | 0.02% | 602 |
|
|
2024
Q3 | $498K | Buy |
4,193
+1,510
| +56% | +$179K | 0.03% | 539 |
|
|
2024
Q2 | $314K | Buy |
+2,683
| New | +$314K | 0.02% | 622 |
|
|
2023
Q1 | – | Sell |
-1,730
| Closed | -$252K | – | 602 |
|
|
2022
Q4 | $252K | Buy |
1,730
+73
| +4% | +$10.6K | 0.03% | 451 |
|
|
2022
Q3 | $232K | Buy |
+1,657
| New | +$232K | 0.04% | 445 |
|
|
2021
Q4 | – | Sell |
-619
| Closed | -$118K | – | 637 |
|
|
2021
Q3 | $118K | Buy |
619
+103
| +20% | +$19.6K | 0.02% | 640 |
|
|
2021
Q2 | $94K | Buy |
516
+360
| +231% | +$65.6K | 0.01% | 732 |
|
|
2021
Q1 | $25K | Buy |
156
+68
| +77% | +$10.9K | ﹤0.01% | 905 |
|
|
2020
Q4 | $15K | Sell |
88
-388
| -82% | -$66.1K | ﹤0.01% | 834 |
|
|
2020
Q3 | $77.2K | Buy |
476
+92
| +24% | +$14.9K | 0.04% | 333 |
|
|
2020
Q2 | $62.8K | Buy |
+384
| New | +$62.8K | 0.03% | 336 |
|