GeoWealth 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 | $80.3K | Sell |
1,106
-1,377
| -55% | -$100K | ﹤0.01% | 858 |
|
|
2025
Q1 | $230K | Buy |
2,483
+551
| +29% | +$51K | 0.01% | 619 |
|
|
2024
Q4 | $188K | Buy |
1,932
+250
| +15% | +$24.4K | 0.01% | 786 |
|
|
2024
Q3 | $200K | Sell |
1,682
-61
| -3% | -$7.24K | 0.01% | 720 |
|
|
2024
Q2 | $204K | Sell |
1,743
-257
| -13% | -$30.1K | 0.01% | 679 |
|
|
2024
Q1 | $258K | Buy |
+2,000
| New | +$258K | 0.01% | 612 |
|