PFG Investments’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
Q1 | – | Sell |
-2,150
| Closed | -$210K | – | 1021 |
|
|
2024
Q4 | $210K | Sell |
2,150
-155
| -7% | -$15.1K | 0.01% | 877 |
|
|
2024
Q3 | $274K | Sell |
2,305
-87
| -4% | -$10.3K | 0.02% | 755 |
|
|
2024
Q2 | $280K | Buy |
2,392
+115
| +5% | +$13.5K | 0.02% | 682 |
|
|
2024
Q1 | $294K | Buy |
2,277
+206
| +10% | +$26.6K | 0.02% | 745 |
|
|
2023
Q4 | $263K | Buy |
2,071
+30
| +1% | +$3.8K | 0.05% | 385 |
|
|
2023
Q3 | $204K | Buy |
2,041
+218
| +12% | +$21.8K | 0.04% | 453 |
|
|
2023
Q2 | $207K | Sell |
1,823
-130
| -7% | -$14.8K | 0.04% | 458 |
|
|
2023
Q1 | $245K | Buy |
+1,953
| New | +$245K | 0.05% | 393 |
|