Wealth Alliance’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 | $588K | Buy |
8,101
+334
| +4% | +$24.3K | 0.07% | 262 |
|
|
2025
Q1 | $719K | Buy |
7,767
+5,135
| +195% | +$475K | 0.09% | 206 |
|
|
2024
Q4 | $257K | Sell |
2,632
-3,101
| -54% | -$303K | 0.03% | 423 |
|
|
2024
Q3 | $681K | Buy |
+5,733
| New | +$681K | 0.08% | 218 |
|
|
2024
Q2 | – | Sell |
-2,012
| Closed | -$259K | – | 516 |
|
|
2024
Q1 | $259K | Buy |
2,012
+77
| +4% | +$9.92K | 0.03% | 434 |
|
|
2023
Q4 | $245K | Sell |
1,935
-435
| -18% | -$55.1K | 0.03% | 437 |
|
|
2023
Q3 | $237K | Buy |
2,370
+220
| +10% | +$22K | 0.04% | 420 |
|
|
2023
Q2 | $244K | Sell |
2,150
-39
| -2% | -$4.43K | 0.04% | 432 |
|
|
2023
Q1 | $275K | Buy |
2,189
+304
| +16% | +$38.2K | 0.04% | 392 |
|
|
2022
Q4 | $275K | Buy |
+1,885
| New | +$275K | 0.05% | 370 |
|