AW
Avion Wealth’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
114
+13
| +13% | +$912 | ﹤0.01% | 511 |
|
|
2025
Q1 | $9K | Hold |
101
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $9K | Buy |
101
+1
| +1% | +$89 | ﹤0.01% | 406 |
|
|
2024
Q3 | $11K | Sell |
100
-8
| -7% | -$880 | ﹤0.01% | 350 |
|
|
2024
Q2 | $12K | Buy |
108
+90
| +500% | +$10K | ﹤0.01% | 297 |
|
|
2024
Q1 | $3K | Buy |
18
+3
| +20% | +$500 | ﹤0.01% | 533 |
|
|
2023
Q4 | $2K | Buy |
15
+5
| +50% | +$667 | ﹤0.01% | 528 |
|
|
2023
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 563 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | – | – | 706 |
|
|
2023
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 527 |
|
|
2020
Q2 | – | Sell |
-140
| Closed | -$19K | – | 272 |
|
|
2020
Q1 | $19K | Buy |
+140
| New | +$19K | 0.01% | 128 |
|