Caldwell Trust’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02K | Hold |
14
|
|
||||
|
2025
Q1 | $1.29K | Hold |
14
|
|
||||
|
2024
Q4 | $1.37K | Hold |
14
|
|
||||
|
2024
Q3 | $1.66K | Hold |
14
|
|
||||
|
2024
Q2 | $1.64K | Sell |
14
-14
|
|
||||
|
2024
Q1 | $3.61K | Hold |
28
|
|
||||
|
2023
Q4 | $3.55K | Hold |
28
|
|
||||
|
2023
Q3 | $2.8K | Hold |
28
|
|
||||
|
2023
Q2 | $3.18K | Sell |
28
-57
|
|
||||
|
2023
Q1 | $10.7K | Hold |
85
|
|
||||
|
2022
Q4 | $12.4K | Hold |
85
|
|
||||
|
2022
Q3 | $11.9K | Hold |
85
|
|
||||
|
2022
Q2 | $12.3K | Hold |
85
|
|
||||
|
2022
Q1 | $17.1K | Hold |
85
|
|
||||
|
2021
Q4 | $19K | Hold |
85
|
|
||||
|
2021
Q3 | $16.2K | Hold |
85
|
|
||||
|
2021
Q2 | $15.5K | Hold |
85
|
|
||||
|
2021
Q1 | $14K | Hold |
85
|
|
||||
|
2020
Q4 | $15.1K | Hold |
85
|
|
||||
|
2020
Q3 | $13.6K | Hold |
85
|
|
||||
|
2020
Q2 | $13.8K | Hold |
85
|
|
||||
|
2020
Q1 | $11.7K | Hold |
85
|
|
||||
|
2019
Q4 | $13.7K | Buy |
+85
|
|