Heritage Wealth Advisors’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 | $25.4K | Hold |
350
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $32.4K | Hold |
350
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $34.1K | Hold |
350
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $41.6K | Buy |
350
+100
| +40% | +$11.9K | ﹤0.01% | 343 |
|
|
2024
Q2 | $29.2K | Buy |
250
+100
| +67% | +$11.7K | ﹤0.01% | 356 |
|
|
2024
Q1 | $19.3K | Buy |
150
+50
| +50% | +$6.45K | ﹤0.01% | 398 |
|
|
2023
Q4 | $12.7K | Buy |
+100
| New | +$12.7K | ﹤0.01% | 440 |
|