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Keudell/Morrison Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,526
Closed -$234K – 230
2025
Q1 		$234K Buy
2,526
+104
+4% +$9.62K 0.06% 189
2024
Q4 		$236K Buy
2,422
+194
+9% +$18.9K 0.06% 188
2024
Q3 		$265K Buy
+2,228
New +$265K 0.07% 177