First Trust Direct Indexing’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $404K | Buy |
|
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $230K | Sell |
|
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $180K | Buy |
|