Prestige Wealth Management Group’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 | $1.55K | Hold |
21
| – | – | ﹤0.01% | 785 |
|
|
2025
Q1 | $1.97K | Hold |
21
| – | – | ﹤0.01% | 741 |
|
|
2024
Q4 | $2.08K | Hold |
21
| – | – | ﹤0.01% | 774 |
|
|
2024
Q3 | $2.52K | Hold |
21
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $2.48K | Sell |
21
-1,821
| -99% | -$215K | ﹤0.01% | 678 |
|
|
2024
Q1 | $240K | Buy |
1,842
+1,821
| +8,671% | +$237K | 0.05% | 141 |
|
|
2023
Q4 | $2.69K | Buy |
+21
| New | +$2.69K | ﹤0.01% | 689 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.14K | – | 1053 |
|
|
2023
Q1 | $1.14K | Sell |
9
-7
| -44% | -$888 | ﹤0.01% | 869 |
|
|
2022
Q4 | $2.35K | Buy |
16
+9
| +129% | +$1.32K | ﹤0.01% | 795 |
|
|
2022
Q3 | $1K | Sell |
7
-6
| -46% | -$857 | ﹤0.01% | 805 |
|
|
2022
Q2 | $2K | Sell |
13
-2
| -13% | -$308 | ﹤0.01% | 725 |
|
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 697 |
|
|
2021
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 710 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $2K | Buy |
15
+8
| +114% | +$1.07K | ﹤0.01% | 761 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 818 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 711 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$2K | – | 531 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 788 |
|