Sequoia Financial 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 | $594K | Buy |
8,177
+5,557
| +212% | +$404K | ﹤0.01% | 911 |
|
|
2025
Q1 | $242K | Buy |
2,620
+477
| +22% | +$44.1K | ﹤0.01% | 1162 |
|
|
2024
Q4 | $209K | Sell |
2,143
-1,095
| -34% | -$107K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $385K | Buy |
3,238
+893
| +38% | +$106K | ﹤0.01% | 855 |
|
|
2024
Q2 | $274K | Buy |
2,345
+4
| +0.2% | +$468 | ﹤0.01% | 925 |
|
|
2024
Q1 | $302K | Sell |
2,341
-840
| -26% | -$108K | ﹤0.01% | 854 |
|
|
2023
Q4 | $403K | Buy |
+3,181
| New | +$403K | 0.01% | 808 |
|