HB 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 | – | Sell |
-3,885
| Closed | -$359K | – | 1150 |
|
|
2025
Q1 | $359K | Buy |
3,885
+853
| +28% | +$78.9K | ﹤0.01% | 872 |
|
|
2024
Q4 | $296K | Sell |
3,032
-174
| -5% | -$17K | ﹤0.01% | 809 |
|
|
2024
Q3 | $381K | Buy |
3,206
+621
| +24% | +$73.7K | ﹤0.01% | 671 |
|
|
2024
Q2 | $302K | Buy |
2,585
+982
| +61% | +$115K | ﹤0.01% | 697 |
|
|
2024
Q1 | $207K | Buy |
+1,603
| New | +$207K | ﹤0.01% | 787 |
|