Cornerstone Planning Group’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 | $469 | Buy |
+6
| New | +$469 | ﹤0.01% | 1320 |
|
|
2025
Q1 | – | Sell |
-14
| Closed | -$1.43K | – | 1565 |
|
|
2024
Q4 | $1.43K | Buy |
14
+7
| +100% | +$715 | ﹤0.01% | 881 |
|
|
2024
Q3 | $782 | Buy |
7
+4
| +133% | +$447 | ﹤0.01% | 994 |
|
|
2024
Q2 | $337 | Buy |
+3
| New | +$337 | ﹤0.01% | 1128 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1.05K | – | 967 |
|
|
2023
Q3 | $1.05K | Hold |
10
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $1.18K | Buy |
+10
| New | +$1.18K | ﹤0.01% | 1314 |
|