Integrated Wealth Concepts’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
|
|||||
|
2025
Q1 | $213K | Buy |
|
|||||
|
2024
Q4 | $213K | Buy |
|
|||||
|
2024
Q3 | $210K | Sell |
|
|||||
|
2024
Q2 | $209K | Sell |
|
|||||
|
2024
Q1 | $322K | Sell |
|
|||||
|
2023
Q4 | $368K | Sell |
|
|||||
|
2023
Q3 | $486K | Buy |
|
|||||
|
2023
Q2 | $530K | Buy |
|
|||||
|
2023
Q1 | $530K | Buy |
|
|||||
|
2022
Q4 | $228K | Buy |
|