Lindbrook Capital’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 | $99.6K | Buy |
1,077
+295
| +38% | +$27.3K | 0.01% | 679 |
|
2024
Q4 | $76.3K | Sell |
782
-11
| -1% | -$1.07K | 0.01% | 643 |
|
2024
Q3 | $94.2K | Sell |
793
-37
| -4% | -$4.39K | 0.01% | 577 |
|
2024
Q2 | $97.1K | Buy |
830
+26
| +3% | +$3.04K | 0.01% | 550 |
|
2024
Q1 | $104K | Sell |
804
-144
| -15% | -$18.6K | 0.01% | 525 |
|
2023
Q4 | $120K | Buy |
948
+638
| +206% | +$80.9K | 0.01% | 471 |
|
2023
Q3 | $31K | Sell |
310
-602
| -66% | -$60.3K | ﹤0.01% | 860 |
|
2023
Q2 | $104K | Buy |
912
+53
| +6% | +$6.02K | 0.01% | 477 |
|
2023
Q1 | $108K | Sell |
859
-299
| -26% | -$37.6K | 0.01% | 467 |
|
2022
Q4 | $169K | Buy |
1,158
+395
| +52% | +$57.5K | 0.02% | 364 |
|
2022
Q3 | $107K | Buy |
763
+107
| +16% | +$15K | 0.02% | 413 |
|
2022
Q2 | $95K | Sell |
656
-409
| -38% | -$59.2K | 0.02% | 448 |
|
2022
Q1 | $214K | Buy |
1,065
+46
| +5% | +$9.24K | 0.03% | 273 |
|
2021
Q4 | $227K | Buy |
1,019
+500
| +96% | +$111K | 0.03% | 277 |
|
2021
Q3 | $99K | Hold |
519
| – | – | 0.03% | 268 |
|
2021
Q2 | $94K | Hold |
519
| – | – | 0.02% | 302 |
|
2021
Q1 | $85K | Sell |
519
-3
| -0.6% | -$491 | 0.02% | 303 |
|
2020
Q4 | $93K | Sell |
522
-34
| -6% | -$6.06K | 0.02% | 259 |
|
2020
Q3 | $89K | Buy |
556
+32
| +6% | +$5.12K | 0.02% | 230 |
|
2020
Q2 | $85K | Buy |
524
+4
| +0.8% | +$649 | 0.03% | 241 |
|
2020
Q1 | $71K | Buy |
520
+16
| +3% | +$2.19K | 0.03% | 239 |
|
2019
Q4 | $81K | Buy |
504
+376
| +294% | +$60.4K | 0.03% | 291 |
|
2019
Q3 | $20K | Hold |
128
| – | – | 0.01% | 704 |
|
2019
Q2 | $18K | Buy |
128
+19
| +17% | +$2.67K | 0.01% | 729 |
|
2019
Q1 | $15K | Hold |
109
| – | – | 0.01% | 775 |
|
2018
Q4 | $12K | Buy |
+109
| New | +$12K | 0.01% | 765 |
|