Pathway Financial Advisers’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 | $977K | Buy |
13,454
+314
| +2% | +$22.8K | 0.32% | 97 |
|
|
2025
Q1 | $1.22M | Buy |
13,140
+1,484
| +13% | +$137K | 0.42% | 78 |
|
|
2024
Q4 | $1.14M | Sell |
11,656
-333
| -3% | -$32.5K | 0.38% | 80 |
|
|
2024
Q3 | $1.42M | Sell |
11,989
-337
| -3% | -$40K | 0.64% | 50 |
|
|
2024
Q2 | $1.44M | Buy |
12,326
+375
| +3% | +$43.7K | 0.51% | 66 |
|
|
2024
Q1 | $1.54M | Buy |
11,951
+2,119
| +22% | +$273K | 0.55% | 63 |
|
|
2023
Q4 | $1.25M | Buy |
9,832
+188
| +2% | +$23.8K | 0.47% | 71 |
|
|
2023
Q3 | $966K | Buy |
+9,644
| New | +$966K | 0.4% | 75 |
|
|
2023
Q1 | $814K | Buy |
6,481
+888
| +16% | +$112K | 0.33% | 85 |
|
|
2022
Q4 | $815K | Buy |
+5,593
| New | +$815K | 0.33% | 82 |
|