B. Riley Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,813
Closed -$207K 1465
2023
Q2
$207K Buy
+1,813
New +$216K ﹤0.01% 1341
2022
Q1
Sell
-1,596
Closed -$356K 1386
2021
Q4
$356K Buy
1,596
+251
+19% +$52K 0.01% 977
2021
Q3
$257K Sell
1,345
-45
-3% -$8.96K 0.01% 1121
2021
Q2
$253K Buy
+1,390
New +$249K 0.01% 1116
2021
Q1
Sell
-1,448
Closed -$259K 1348
2020
Q4
$259K Sell
1,448
-185
-11% -$30.6K 0.01% 835
2020
Q3
$263K Buy
+1,633
New +$273K 0.01% 748
2015
Q1
Sell
-482
Closed -$43 654
2014
Q4
$43 Buy
+482
New +$40.3K ﹤0.01% 2166
2014
Q3
Sell
-544
Closed -$42.2K 730
2014
Q2
$42.2K Buy
+544
New +$40.8K 0.01% 1107

Other funds holding ARE