Carolinas Wealth Consulting’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 | – | Sell |
-33
| Closed | -$3.05K | – | 58 |
|
|
2025
Q1 | $3.05K | Buy |
33
+23
| +230% | +$2.13K | ﹤0.01% | 697 |
|
|
2024
Q4 | $989 | Hold |
10
| – | – | ﹤0.01% | 953 |
|
|
2024
Q3 | $1.2K | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2024
Q2 | $1.17K | Sell |
10
-3
| -23% | -$351 | ﹤0.01% | 884 |
|
|
2024
Q1 | $1.69K | Buy |
13
+3
| +30% | +$390 | ﹤0.01% | 814 |
|
|
2023
Q4 | $1.28K | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2023
Q3 | $931 | Buy |
10
+5
| +100% | +$466 | ﹤0.01% | 840 |
|
|
2023
Q2 | $574 | Buy |
+5
| New | +$574 | ﹤0.01% | 981 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1.18K | – | 1067 |
|
|
2022
Q4 | $1.18K | Buy |
8
+4
| +100% | +$588 | ﹤0.01% | 878 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 793 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 944 |
|
|
2020
Q4 | $1K | Sell |
3
-13
| -81% | -$4.33K | ﹤0.01% | 774 |
|
|
2020
Q3 | $3K | Buy |
16
+15
| +1,500% | +$2.81K | ﹤0.01% | 622 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 656 |
|