Kovack 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
Q1 | – | Sell |
-2,642
| Closed | -$258K | – | 582 |
|
|
2024
Q4 | $258K | Sell |
2,642
-688
| -21% | -$67.1K | 0.03% | 505 |
|
|
2024
Q3 | $395K | Sell |
3,330
-466
| -12% | -$55.3K | 0.04% | 362 |
|
|
2024
Q2 | $444K | Buy |
+3,796
| New | +$444K | 0.05% | 326 |
|
|
2024
Q1 | – | Sell |
-3,902
| Closed | -$495K | – | 478 |
|
|
2023
Q4 | $495K | Buy |
+3,902
| New | +$495K | 0.06% | 301 |
|