Elevation Wealth Partners’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 | $165K | Hold |
2,270
| – | – | 0.07% | 124 |
|
|
2025
Q1 | $210K | Hold |
2,270
| – | – | 0.09% | 106 |
|
|
2024
Q4 | $221K | Hold |
2,270
| – | – | 0.09% | 110 |
|
|
2024
Q3 | $270K | Hold |
2,270
| – | – | 0.12% | 95 |
|
|
2024
Q2 | $266K | Hold |
2,270
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $293K | Hold |
2,270
| – | – | 0.15% | 92 |
|
|
2023
Q4 | $227K | Buy |
+2,270
| New | +$227K | 0.14% | 91 |
|