Kingswood 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
Q2 | $316K | Sell |
4,345
-790
| -15% | -$57.4K | 0.02% | 552 |
|
|
2025
Q1 | $475K | Sell |
5,135
-2,093
| -29% | -$194K | 0.04% | 409 |
|
|
2024
Q4 | $705K | Sell |
7,228
-2,296
| -24% | -$224K | 0.05% | 350 |
|
|
2024
Q3 | $1.13M | Sell |
9,524
-136
| -1% | -$16.2K | 0.08% | 261 |
|
|
2024
Q2 | $1.13M | Buy |
9,660
+4,811
| +99% | +$563K | 0.1% | 209 |
|
|
2024
Q1 | $625K | Sell |
4,849
-4,520
| -48% | -$583K | 0.07% | 290 |
|
|
2023
Q4 | $1.19M | Buy |
9,369
+6,406
| +216% | +$812K | 0.13% | 171 |
|
|
2023
Q3 | $297K | Buy |
+2,963
| New | +$297K | 0.05% | 328 |
|