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True Wealth Design’s Alexandria Real Estate Equities ARE Stock Holding History

True Wealth Design’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$96.3K Buy
1,326
+355
+37% +$25.8K 0.03% 109
2025
Q1 		$89.8K Buy
971
+322
+50% +$29.8K 0.03% 103
2024
Q4 		$63.3K Buy
649
+564
+664% +$55K 0.02% 127
2024
Q3 		$10.1K Buy
+85
New +$10.1K ﹤0.01% 420