Private 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
$12.9K Buy
177
+90
+103% +$6.54K ﹤0.01% 418
2025
Q1
$8.05K Buy
87
+9
+12% +$833 ﹤0.01% 545
2024
Q4
$7.61K Sell
78
-39
-33% -$3.8K ﹤0.01% 576
2024
Q3
$13.9K Sell
117
-1
-0.8% -$119 0.01% 372
2024
Q2
$13.8K Buy
118
+40
+51% +$4.68K 0.01% 365
2024
Q1
$10.1K Hold
78
﹤0.01% 404
2023
Q4
$9.89K Buy
+78
New +$9.89K ﹤0.01% 407