Benjamin Edwards Inc’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 | $454K | Buy |
6,244
+1,228
| +24% | +$89.2K | 0.01% | 876 |
|
|
2025
Q1 | $464K | Buy |
5,016
+115
| +2% | +$10.6K | 0.01% | 810 |
|
|
2024
Q4 | $478K | Buy |
4,901
+1,688
| +53% | +$165K | 0.01% | 831 |
|
|
2024
Q3 | $382K | Buy |
3,213
+3,208
| +64,160% | +$381K | 0.01% | 885 |
|
|
2024
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 666 |
|
|
2023
Q1 | – | Sell |
-2,490
| Closed | -$363K | – | 694 |
|
|
2022
Q4 | $363K | Buy |
2,490
+380
| +18% | +$55.4K | 0.1% | 203 |
|
|
2022
Q3 | $296K | Sell |
2,110
-17
| -0.8% | -$2.39K | 0.09% | 205 |
|
|
2022
Q2 | $309K | Buy |
2,127
+544
| +34% | +$79K | 0.09% | 214 |
|
|
2022
Q1 | $319K | Sell |
1,583
-9
| -0.6% | -$1.81K | 0.09% | 220 |
|
|
2021
Q4 | $355K | Buy |
1,592
+23
| +1% | +$5.13K | 0.12% | 187 |
|
|
2021
Q3 | $300K | Buy |
1,569
+29
| +2% | +$5.55K | 0.18% | 146 |
|
|
2021
Q2 | $280K | Buy |
+1,540
| New | +$280K | 0.19% | 141 |
|
|
2020
Q4 | – | Sell |
-2,683
| Closed | -$429K | – | 370 |
|
|
2020
Q3 | $429K | Buy |
+2,683
| New | +$429K | 0.35% | 94 |
|