Cetera Trust Company’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 | $138K | Buy |
1,905
+630
| +49% | +$45.8K | 0.08% | 187 |
|
|
2025
Q1 | $118K | Buy |
1,275
+50
| +4% | +$4.63K | 0.08% | 191 |
|
|
2024
Q4 | $119K | Sell |
1,225
-540
| -31% | -$52.7K | 0.08% | 190 |
|
|
2024
Q3 | $210K | Hold |
1,765
| – | – | 0.13% | 165 |
|
|
2024
Q2 | $206K | Hold |
1,765
| – | – | 0.13% | 151 |
|
|
2024
Q1 | $228K | Buy |
1,765
+450
| +34% | +$58K | 0.14% | 144 |
|
|
2023
Q4 | $167K | Buy |
+1,315
| New | +$167K | 0.1% | 165 |
|