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BBJS Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

BBJS Financial Advisors’s Portfolio ARE Stock Details ARE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$630K Sell
5,308
-33
-0.6% -$3.92K 0.22% 34
2024
Q2 		$625K Sell
5,341
-1,362
-20% -$159K 0.23% 32
2024
Q1 		$864K Buy
+6,703
New +$864K 0.31% 35