Kingswood Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Kingswood Wealth Advisors’s Portfolio ARE Stock Details ARE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$279K	Sell
2025 Q2	$316K	Sell
2025 Q1	$475K	Sell
2024 Q4	$705K	Sell
2024 Q3	$1.13M	Sell
2024 Q2	$1.13M	Buy
2024 Q1	$625K	Sell
2023 Q4	$1.19M	Buy
2023 Q3	$297K	Buy