HighPoint Advisor Group’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 |
-2,182
| Closed | -$207K | – | 664 |
|
|
2024
Q4 | $207K | Buy |
2,182
+360
| +20% | +$34.2K | 0.01% | 628 |
|
|
2024
Q3 | $202K | Buy |
+1,822
| New | +$202K | 0.01% | 623 |
|
|
2016
Q1 | – | Sell |
-4,945
| Closed | -$387K | – | 226 |
|
|
2015
Q4 | $387K | Sell |
4,945
-3,100
| -39% | -$243K | 0.25% | 115 |
|
|
2015
Q3 | $681K | Sell |
8,045
-5,343
| -40% | -$452K | 0.76% | 53 |
|
|
2015
Q2 | $1.17M | Buy |
13,388
+451
| +3% | +$39.4K | 1.81% | 20 |
|
|
2015
Q1 | $1.28M | Buy |
+12,937
| New | +$1.28M | 1.96% | 19 |
|