Clearstead Advisors’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 | $76.2K | Buy |
1,049
+436
| +71% | +$31.7K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $56.7K | Buy |
613
+352
| +135% | +$32.6K | ﹤0.01% | 1140 |
|
|
2024
Q4 | $25.5K | Sell |
261
-36
| -12% | -$3.51K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $35.3K | Buy |
297
+192
| +183% | +$22.8K | ﹤0.01% | 1281 |
|
|
2024
Q2 | $12.3K | Buy |
105
+53
| +102% | +$6.2K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $6.28K | Sell |
52
-17
| -25% | -$2.05K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $8.75K | Buy |
+69
| New | +$8.75K | ﹤0.01% | 1078 |
|
|
2023
Q3 | – | Sell |
-28
| Closed | -$3.18K | – | 1523 |
|
|
2023
Q2 | $3.18K | Sell |
28
-55
| -66% | -$6.24K | ﹤0.01% | 1092 |
|
|
2023
Q1 | $10.4K | Hold |
83
| – | – | ﹤0.01% | 944 |
|
|
2022
Q4 | $12.1K | Hold |
83
| – | – | ﹤0.01% | 884 |
|
|
2022
Q3 | $12K | Buy |
+83
| New | +$12K | ﹤0.01% | 852 |
|
|
2021
Q4 | – | Sell |
-32
| Closed | -$6K | – | 1271 |
|
|
2021
Q3 | $6K | Buy |
32
+15
| +88% | +$2.81K | ﹤0.01% | 992 |
|
|
2021
Q2 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 946 |
|