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Concord Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Concord Wealth Partners’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9
Closed -$1.05K – 960
2024
Q2 		$1.05K Sell
9
-41
-82% -$4.89K ﹤0.01% 724
2024
Q1 		$6.45K Buy
+50
New +$6.16K ﹤0.01% 621
2023
Q4 		– Sell
-50
Closed -$5K – 821
2023
Q3 		$5K Sell
50
-5
-9% -$581 ﹤0.01% 717
2023
Q2 		$6.24K Buy
55
+50
+1,000% +$5.95K ﹤0.01% 670
2023
Q1 		$628 Hold
5
– – ﹤0.01% 930
2022
Q4 		$728 Buy
+5
New +$723 ﹤0.01% 1129
2021
Q2 		– Sell
-3
Closed – – 1039
2021
Q1 		$0 Buy
+3
New +$500 ﹤0.01% 998

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