Crewe 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 | $1.38K | Buy |
+19
| New | +$1.38K | ﹤0.01% | 598 |
|
2024
Q4 | – | Sell |
-87
| Closed | -$10.3K | – | 656 |
|
2024
Q3 | $10.3K | Hold |
87
| – | – | ﹤0.01% | 491 |
|
2024
Q2 | $10.2K | Hold |
87
| – | – | ﹤0.01% | 687 |
|
2024
Q1 | $11.2K | Buy |
+87
| New | +$11.2K | ﹤0.01% | 602 |
|
2023
Q2 | – | Sell |
-23
| Closed | -$2.89K | – | 881 |
|
2023
Q1 | $2.89K | Hold |
23
| – | – | ﹤0.01% | 693 |
|
2022
Q4 | $3.35K | Sell |
23
-48
| -68% | -$6.99K | ﹤0.01% | 755 |
|
2022
Q3 | $10K | Buy |
71
+15
| +27% | +$2.11K | ﹤0.01% | 649 |
|
2022
Q2 | $8K | Buy |
+56
| New | +$8K | ﹤0.01% | 645 |
|