Rise 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 | $6.88K | Buy |
95
+2
| +2% | +$145 | ﹤0.01% | 1130 |
|
|
2025
Q1 | $8.63K | Sell |
93
-48
| -34% | -$4.45K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $13.8K | Buy |
141
+1
| +0.7% | +$98 | 0.01% | 871 |
|
|
2024
Q3 | $16.6K | Buy |
140
+2
| +1% | +$237 | 0.01% | 807 |
|
|
2024
Q2 | $16.2K | Buy |
138
+1
| +0.7% | +$117 | 0.01% | 786 |
|
|
2024
Q1 | $17.7K | Buy |
+137
| New | +$17.7K | 0.01% | 734 |
|
|
2023
Q4 | – | Hold |
0
| – | -$23 | – | 625 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$588 | – | 654 |
|
|
2023
Q2 | $588 | Hold |
5
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $644 | Hold |
5
| – | – | ﹤0.01% | 710 |
|
|
2022
Q4 | $741 | Hold |
5
| – | – | ﹤0.01% | 681 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 604 |
|