Mattson Financial Services’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
$221K Sell
3,041
-6,521
-68% -$474K 0.06% 159
2025
Q1
$885K Buy
9,562
+2,335
+32% +$216K 0.27% 113
2024
Q4
$858K Sell
7,227
-2,498
-26% -$297K 0.27% 116
2024
Q3
$1.14M Sell
9,725
-64
-0.7% -$7.49K 0.41% 98
2024
Q2
$1.14M Buy
+9,789
New +$1.14M 0.41% 98