Naviter Wealth’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 | $636K | Sell |
8,606
-473
| -5% | -$35K | 0.08% | 184 |
|
|
2025
Q1 | $868K | Buy |
9,079
+744
| +9% | +$71.1K | 0.11% | 179 |
|
|
2024
Q4 | $824K | Sell |
8,335
-5,008
| -38% | -$495K | 0.1% | 182 |
|
|
2024
Q3 | $1.6M | Buy |
13,343
+900
| +7% | +$108K | 0.22% | 128 |
|
|
2024
Q2 | $1.47M | Sell |
12,443
-922
| -7% | -$109K | 0.22% | 129 |
|
|
2024
Q1 | $1.74M | Buy |
13,365
+2,022
| +18% | +$263K | 0.28% | 100 |
|
|
2023
Q4 | $1.45M | Sell |
11,343
-17
| -0.1% | -$2.18K | 0.29% | 91 |
|
|
2023
Q3 | $1.15M | Buy |
11,360
+1,296
| +13% | +$131K | 0.28% | 87 |
|
|
2023
Q2 | $1.15M | Buy |
10,064
+1,255
| +14% | +$144K | 0.29% | 89 |
|
|
2023
Q1 | $1.12M | Buy |
8,809
+3,432
| +64% | +$435K | 0.39% | 71 |
|
|
2022
Q4 | $853K | Buy |
5,377
+727
| +16% | +$115K | 0.23% | 100 |
|
|
2022
Q3 | $657K | Buy |
4,650
+964
| +26% | +$136K | 0.27% | 92 |
|
|
2022
Q2 | $539K | Sell |
3,686
-109
| -3% | -$15.9K | 0.22% | 113 |
|
|
2022
Q1 | $768K | Buy |
3,795
+1,289
| +51% | +$261K | 0.26% | 60 |
|
|
2021
Q4 | $562K | Buy |
+2,506
| New | +$562K | 0.17% | 76 |
|