Gitterman Wealth 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 | $72.2K | Buy |
+994
| New | +$72.2K | 0.02% | 267 |
|
|
2022
Q2 | – | Sell |
-1,107
| Closed | -$224K | – | 74 |
|
|
2022
Q1 | $224K | Sell |
1,107
-169
| -13% | -$34.2K | 0.18% | 78 |
|
|
2021
Q4 | $284K | Buy |
1,276
+45
| +4% | +$10K | 0.21% | 62 |
|
|
2021
Q3 | $235K | Sell |
1,231
-81
| -6% | -$15.5K | 0.19% | 59 |
|
|
2021
Q2 | $239K | Sell |
1,312
-148
| -10% | -$27K | 0.19% | 51 |
|
|
2021
Q1 | $240K | Buy |
+1,460
| New | +$240K | 0.15% | 52 |
|