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 |
|