J.W. Coons Advisors’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 | $432K | Hold |
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|
2025
Q1 | $550K | Hold |
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|
2024
Q4 | $580K | Hold |
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|
2024
Q3 | $706K | Hold |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $895K | Hold |
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|
2023
Q4 | $880K | Hold |
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|
2023
Q3 | $695K | Hold |
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|
2023
Q2 | $788K | Hold |
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|
2023
Q1 | $872K | Hold |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $833K | Hold |
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|
2022
Q2 | $864K | Hold |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $945K | Hold |
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|
2021
Q2 | $900K | Hold |
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|
2021
Q1 | $811K | Hold |
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|
2020
Q4 | $880K | Hold |
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|
2020
Q3 | $791K | Hold |
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|
2020
Q2 | $802K | Hold |
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|
2020
Q1 | $678K | Buy |
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