Dynasty Wealth Management’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 | $431K | Buy |
5,929
+1,147
| +24% | +$83.3K | 0.01% | 194 |
|
|
2025
Q1 | $442K | Buy |
+4,782
| New | +$442K | 0.01% | 207 |
|
|
2024
Q4 | – | Sell |
-4,316
| Closed | -$512K | – | 249 |
|
|
2024
Q3 | $512K | Buy |
4,316
+889
| +26% | +$106K | 0.02% | 179 |
|
|
2024
Q2 | $401K | Buy |
3,427
+269
| +9% | +$31.5K | 0.01% | 200 |
|
|
2024
Q1 | $407K | Buy |
+3,158
| New | +$407K | 0.01% | 201 |
|