TFC Financial 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 | $436 | Buy |
6
+1
| +20% | +$73 | ﹤0.01% | 715 |
|
|
2025
Q1 | $463 | Hold |
5
| – | – | ﹤0.01% | 655 |
|
|
2024
Q4 | $488 | Hold |
5
| – | – | ﹤0.01% | 660 |
|
|
2024
Q3 | $594 | Hold |
5
| – | – | ﹤0.01% | 642 |
|
|
2024
Q2 | $585 | Sell |
5
-1
| -17% | -$117 | ﹤0.01% | 617 |
|
|
2024
Q1 | $774 | Buy |
6
+1
| +20% | +$129 | ﹤0.01% | 583 |
|
|
2023
Q4 | $634 | Buy |
+5
| New | +$634 | ﹤0.01% | 561 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$880 | – | 651 |
|
|
2023
Q1 | $880 | Hold |
7
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $1.02K | Hold |
7
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 438 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $1K | Sell |
3
-30
| -91% | -$10K | ﹤0.01% | 488 |
|
|
2021
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $6K | Hold |
33
| – | – | ﹤0.01% | 340 |
|
|
2020
Q3 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 331 |
|