Avantax Advisory Services’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 | $276K | Buy |
3,796
+342
| +10% | +$24.8K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $320K | Buy |
3,454
+867
| +34% | +$80.2K | ﹤0.01% | 1791 |
|
|
2024
Q4 | $252K | Sell |
2,587
-3,659
| -59% | -$357K | ﹤0.01% | 1904 |
|
|
2024
Q3 | $742K | Sell |
6,246
-1,430
| -19% | -$170K | ﹤0.01% | 1173 |
|
|
2024
Q2 | $898K | Buy |
+7,676
| New | +$898K | 0.01% | 1044 |
|
|
2021
Q4 | – | Sell |
-1,252
| Closed | -$239K | – | 1246 |
|
|
2021
Q3 | $239K | Sell |
1,252
-706
| -36% | -$135K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $359K | Sell |
1,958
-340
| -15% | -$62.3K | 0.01% | 832 |
|
|
2021
Q1 | $373K | Buy |
2,298
+898
| +64% | +$146K | 0.01% | 716 |
|
|
2020
Q4 | $256K | Buy |
+1,400
| New | +$256K | 0.01% | 792 |
|