Platte River Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,696
Closed -$538K 94
2022
Q4
$538K Hold
3,696
0.23% 56
2022
Q3
$518K Sell
3,696
-387
-9% -$59.4K 0.23% 58
2022
Q2
$592K Hold
4,083
0.26% 55
2022
Q1
$822K Hold
4,083
0.3% 53
2021
Q4
$852K Sell
4,083
-527
-11% -$109K 0.29% 54
2021
Q3
$881K Buy
4,610
+40
+0.9% +$7.96K 0.33% 53
2021
Q2
$831K Sell
4,570
-90
-2% -$16.1K 0.32% 58
2021
Q1
$789K Buy
4,660
+60
+1% +$10K 0.32% 55
2020
Q4
$790K Sell
4,600
-150
-3% -$24.8K 0.34% 54
2020
Q3
$760K Hold
4,750
0.39% 53
2020
Q2
$783K Buy
+4,750
New +$726K 0.43% 57
2019
Q4
$835K Buy
+5,118
New +$807K 0.44% 67

Other funds holding ARE