Laird Norton Wetherby Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,963
| Closed | -$233K | – | 902 |
|
|
2024
Q3 | $233K | Sell |
1,963
-110
| -5% | -$13.1K | 0.01% | 814 |
|
|
2024
Q2 | $242K | Sell |
2,073
-136
| -6% | -$15.9K | 0.01% | 774 |
|
|
2024
Q1 | $285K | Buy |
2,209
+119
| +6% | +$15.3K | 0.01% | 753 |
|
|
2023
Q4 | $265K | Buy |
+2,090
| New | +$265K | 0.01% | 761 |
|
|
2023
Q2 | – | Sell |
-1,948
| Closed | -$245K | – | 936 |
|
|
2023
Q1 | $245K | Sell |
1,948
-638
| -25% | -$80.1K | 0.01% | 762 |
|
|
2022
Q4 | $377K | Buy |
2,586
+221
| +9% | +$32.2K | 0.02% | 605 |
|
|
2022
Q3 | $332K | Buy |
2,365
+556
| +31% | +$78.1K | 0.02% | 617 |
|
|
2022
Q2 | $262K | Sell |
1,809
-537
| -23% | -$77.8K | 0.02% | 727 |
|
|
2022
Q1 | $472K | Buy |
2,346
+365
| +18% | +$73.4K | 0.03% | 544 |
|
|
2021
Q4 | $442K | Sell |
1,981
-27
| -1% | -$6.02K | 0.02% | 562 |
|
|
2021
Q3 | $384K | Buy |
2,008
+6
| +0.3% | +$1.15K | 0.02% | 596 |
|
|
2021
Q2 | $364K | Buy |
2,002
+24
| +1% | +$4.36K | 0.02% | 630 |
|
|
2021
Q1 | $325K | Sell |
1,978
-81
| -4% | -$13.3K | 0.02% | 577 |
|
|
2020
Q4 | $367K | Buy |
2,059
+12
| +0.6% | +$2.14K | 0.02% | 572 |
|
|
2020
Q3 | $327K | Buy |
2,047
+87
| +4% | +$13.9K | 0.03% | 495 |
|
|
2020
Q2 | $318K | Buy |
1,960
+177
| +10% | +$28.7K | 0.03% | 490 |
|
|
2020
Q1 | $244K | Buy |
+1,783
| New | +$244K | 0.03% | 510 |
|