Spire Wealth Management’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
$2.69K Sell
37
-615
-94% -$44.7K ﹤0.01% 2112
2025
Q1
$60.3K Buy
652
+57
+10% +$5.27K ﹤0.01% 1216
2024
Q4
$58K Buy
595
+250
+72% +$24.4K ﹤0.01% 1229
2024
Q3
$40.9K Buy
345
+9
+3% +$1.07K ﹤0.01% 1194
2024
Q2
$39.3K Buy
336
+50
+17% +$5.85K ﹤0.01% 1207
2024
Q1
$36.9K Buy
286
+11
+4% +$1.42K ﹤0.01% 1312
2023
Q4
$33.9K Buy
275
+28
+11% +$3.46K ﹤0.01% 1330
2023
Q3
$24.7K Buy
247
+37
+18% +$3.7K ﹤0.01% 1423
2023
Q2
$23.8K Sell
210
-36
-15% -$4.08K ﹤0.01% 1519
2023
Q1
$30.9K Buy
246
+132
+116% +$16.6K ﹤0.01% 1420
2022
Q4
$17K Sell
114
-1
-0.9% -$149 ﹤0.01% 1424
2022
Q3
$16K Sell
115
-117
-50% -$16.3K ﹤0.01% 1399
2022
Q2
$34K Sell
232
-189
-45% -$27.7K ﹤0.01% 1450
2022
Q1
$85K Buy
421
+14
+3% +$2.83K ﹤0.01% 1220
2021
Q4
$91K Buy
407
+120
+42% +$26.8K ﹤0.01% 1438
2021
Q3
$55K Buy
287
+15
+6% +$2.88K ﹤0.01% 1430
2021
Q2
$50K Sell
272
-295
-52% -$54.2K ﹤0.01% 1479
2021
Q1
$93K Buy
+567
New +$93K ﹤0.01% 1426