Simplicity Wealth’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
2024
Q3
Sell
-1,771
Closed -$207K 532
2024
Q2
$207K Buy
1,771
+13
+0.7% +$1.52K ﹤0.01% 1102
2024
Q1
$227K Buy
+1,758
New +$227K 0.01% 1018