Bell Investment 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 | $3.71K | Buy |
51
+20
| +65% | +$1.45K | ﹤0.01% | 1121 |
|
|
2025
Q1 | $2.87K | Hold |
31
| – | – | ﹤0.01% | 1164 |
|
|
2024
Q4 | $3.03K | Sell |
31
-5
| -14% | -$488 | ﹤0.01% | 1166 |
|
|
2024
Q3 | $4.28K | Sell |
36
-5
| -12% | -$594 | ﹤0.01% | 1022 |
|
|
2024
Q2 | $4.8K | Sell |
41
-4
| -9% | -$468 | ﹤0.01% | 941 |
|
|
2024
Q1 | $5.8K | Buy |
45
+4
| +10% | +$516 | ﹤0.01% | 843 |
|
|
2023
Q4 | $5.2K | Sell |
41
-98
| -71% | -$12.4K | ﹤0.01% | 863 |
|
|
2023
Q3 | $13.9K | Buy |
139
+31
| +29% | +$3.1K | ﹤0.01% | 393 |
|
|
2023
Q2 | $12.3K | Buy |
108
+13
| +14% | +$1.48K | ﹤0.01% | 442 |
|
|
2023
Q1 | $11.9K | Sell |
95
-48
| -34% | -$6.03K | ﹤0.01% | 430 |
|
|
2022
Q4 | $20.8K | Sell |
143
-21
| -13% | -$3.06K | 0.01% | 296 |
|
|
2022
Q3 | $23K | Buy |
164
+34
| +26% | +$4.77K | 0.01% | 237 |
|
|
2022
Q2 | $19K | Buy |
+130
| New | +$19K | 0.01% | 268 |
|
|
2021
Q4 | $28K | Buy |
124
+4
| +3% | +$903 | 0.01% | 242 |
|
|
2021
Q3 | $23K | Buy |
+120
| New | +$23K | 0.01% | 253 |
|