HHM 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
Q1 | – | Sell |
-245
| Closed | -$23.9K | – | 933 |
|
|
2024
Q4 | $23.9K | Buy |
245
+145
| +145% | +$14.1K | ﹤0.01% | 473 |
|
|
2024
Q3 | $11.9K | Buy |
100
+40
| +67% | +$4.75K | ﹤0.01% | 536 |
|
|
2024
Q2 | $7.02K | Sell |
60
-134
| -69% | -$15.7K | ﹤0.01% | 598 |
|
|
2024
Q1 | $25K | Hold |
194
| – | – | ﹤0.01% | 385 |
|
|
2023
Q4 | $24.6K | Buy |
194
+150
| +341% | +$19K | ﹤0.01% | 384 |
|
|
2023
Q3 | $4.41K | Sell |
44
-69
| -61% | -$6.91K | ﹤0.01% | 647 |
|
|
2023
Q2 | $12.8K | Hold |
113
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $14.2K | Buy |
113
+43
| +61% | +$5.4K | ﹤0.01% | 461 |
|
|
2022
Q4 | $10.2K | Buy |
70
+8
| +13% | +$1.17K | ﹤0.01% | 446 |
|
|
2022
Q3 | $9K | Hold |
62
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $9K | Hold |
62
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $12K | Buy |
+62
| New | +$12K | ﹤0.01% | 516 |
|