EverSource Wealth 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 | $342K | Buy |
4,702
+3,810
| +427% | +$277K | 0.02% | 607 |
|
|
2025
Q1 | $82.5K | Buy |
892
+594
| +199% | +$55K | ﹤0.01% | 988 |
|
|
2024
Q4 | $29.1K | Buy |
298
+109
| +58% | +$10.6K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $22.4K | Buy |
189
+7
| +4% | +$831 | ﹤0.01% | 1432 |
|
|
2024
Q2 | $21.3K | Buy |
182
+38
| +26% | +$4.46K | ﹤0.01% | 1473 |
|
|
2024
Q1 | $16.7K | Sell |
144
-89
| -38% | -$10.3K | ﹤0.01% | 1455 |
|
|
2023
Q4 | $29.5K | Buy |
233
+171
| +276% | +$21.7K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $6.21K | Buy |
62
+48
| +343% | +$4.81K | ﹤0.01% | 1615 |
|
|
2023
Q2 | $1.59K | Sell |
14
-78
| -85% | -$8.85K | ﹤0.01% | 2091 |
|
|
2023
Q1 | $11.6K | Sell |
92
-161
| -64% | -$20.2K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $36.9K | Buy |
253
+131
| +107% | +$19.1K | 0.01% | 873 |
|
|
2022
Q3 | $17K | Buy |
122
+50
| +69% | +$6.97K | ﹤0.01% | 948 |
|
|
2022
Q2 | $10K | Buy |
72
+43
| +148% | +$5.97K | ﹤0.01% | 1022 |
|
|
2022
Q1 | $6K | Buy |
29
+8
| +38% | +$1.66K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 1230 |
|