Plante Moran Financial Advisors’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 | $3.63K | Hold |
50
| – | – | ﹤0.01% | 648 |
|
|
2025
Q1 | $4.63K | Hold |
50
| – | – | ﹤0.01% | 648 |
|
|
2024
Q4 | $4.88K | Hold |
50
| – | – | ﹤0.01% | 691 |
|
|
2024
Q3 | $5.94K | Hold |
50
| – | – | ﹤0.01% | 664 |
|
|
2024
Q2 | $5.85K | Hold |
50
| – | – | ﹤0.01% | 639 |
|
|
2024
Q1 | $6.45K | Hold |
50
| – | – | ﹤0.01% | 666 |
|
|
2023
Q4 | $6.34K | Hold |
50
| – | – | ﹤0.01% | 621 |
|
|
2023
Q3 | $5.01K | Buy |
+50
| New | +$5.01K | ﹤0.01% | 606 |
|
|
2021
Q2 | – | Sell |
-99
| Closed | -$16K | – | 947 |
|
|
2021
Q1 | $16K | Hold |
99
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $18K | Hold |
99
| – | – | 0.01% | 547 |
|
|
2020
Q3 | $16K | Buy |
+99
| New | +$16K | 0.01% | 532 |
|
|
2016
Q1 | – | Sell |
-130
| Closed | -$12K | – | 859 |
|
|
2015
Q4 | $12K | Buy |
+130
| New | +$12K | 0.01% | 534 |
|