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Net Worth Advisory Group’s Alexandria Real Estate Equities ARE Stock Holding History

Net Worth Advisory Group’s Portfolio ARE Stock Details ARE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,287
Closed -$212K – 427
2025
Q1 		$212K Buy
2,287
+95
+4% +$8.79K 0.07% 330
2024
Q4 		$214K Sell
2,192
-5
-0.2% -$488 0.06% 342
2024
Q3 		$261K Buy
+2,197
New +$261K 0.08% 308