Bogart Wealth LLC’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 | $1.82K | Hold |
25
| – | – | ﹤0.01% | 1126 |
|
|
2025
Q1 | $2.31K | Sell |
25
-15
| -38% | -$1.39K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $3.9K | Buy |
+40
| New | +$3.9K | ﹤0.01% | 939 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$2.02K | – | 1119 |
|
|
2024
Q1 | $2.02K | Hold |
16
| – | – | ﹤0.01% | 905 |
|
|
2023
Q4 | $1.97K | Buy |
16
+1
| +7% | +$123 | ﹤0.01% | 900 |
|
|
2023
Q3 | $1.53K | Hold |
15
| – | – | ﹤0.01% | 917 |
|
|
2023
Q2 | $1.72K | Sell |
15
-23
| -61% | -$2.64K | ﹤0.01% | 901 |
|
|
2023
Q1 | $4.77K | Buy |
+38
| New | +$4.77K | ﹤0.01% | 725 |
|