Evoke Wealth’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 | $319K | Buy |
+4,314
| New | +$319K | 0.01% | 432 |
|
|
2022
Q4 | – | Sell |
-89
| Closed | -$13K | – | 404 |
|
|
2022
Q3 | $13K | Buy |
89
+42
| +89% | +$6.14K | ﹤0.01% | 701 |
|
|
2022
Q2 | $7K | Buy |
47
+25
| +114% | +$3.72K | ﹤0.01% | 819 |
|
|
2022
Q1 | $4K | Buy |
22
+13
| +144% | +$2.36K | ﹤0.01% | 935 |
|
|
2021
Q4 | $2K | Buy |
9
+2
| +29% | +$444 | ﹤0.01% | 1020 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1058 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 938 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 904 |
|
|
2020
Q2 | $1K | Sell |
7
-7
| -50% | -$1K | ﹤0.01% | 943 |
|
|
2020
Q1 | $1.94K | Sell |
14
-635
| -98% | -$88.2K | ﹤0.01% | 804 |
|
|
2019
Q4 | $106K | Hold |
649
| – | – | 0.01% | 317 |
|
|
2019
Q3 | $101K | Buy |
+649
| New | +$101K | 0.01% | 361 |
|