Pasadena Private 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 | $621K | Buy |
8,554
+2,709
| +46% | +$197K | 0.11% | 92 |
|
|
2025
Q1 | $541K | Sell |
5,845
-335
| -5% | -$31K | 0.1% | 97 |
|
|
2024
Q4 | $603K | Sell |
6,180
-3,106
| -33% | -$303K | 0.12% | 79 |
|
|
2024
Q3 | $1.1M | Buy |
9,286
+155
| +2% | +$18.4K | 0.23% | 49 |
|
|
2024
Q2 | $1.07M | Sell |
9,131
-207
| -2% | -$24.2K | 0.25% | 46 |
|
|
2024
Q1 | $1.2M | Buy |
9,338
+393
| +4% | +$50.7K | 0.28% | 43 |
|
|
2023
Q4 | $1.13M | Buy |
+8,945
| New | +$1.13M | 0.28% | 45 |
|