Wealth Enhancement Advisory Services’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 | $4.95M | Buy |
64,372
+34,720
| +117% | +$2.67M | 0.01% | 900 |
|
|
2025
Q1 | $2.74M | Buy |
29,652
+18,416
| +164% | +$1.7M | 0.01% | 1089 |
|
|
2024
Q4 | $1.1M | Buy |
11,236
+6,686
| +147% | +$652K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $540K | Buy |
4,550
+1,062
| +30% | +$126K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $408K | Buy |
3,488
+968
| +38% | +$113K | ﹤0.01% | 1766 |
|
|
2024
Q1 | $325K | Buy |
2,520
+353
| +16% | +$45.5K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $275K | Buy |
+2,167
| New | +$275K | ﹤0.01% | 1878 |
|
|
2023
Q1 | – | Sell |
-21,429
| Closed | -$3.37M | – | 522 |
|
|
2022
Q4 | $3.37M | Sell |
21,429
-26,224
| -55% | -$4.13M | 0.04% | 144 |
|
|
2022
Q3 | $6.42M | Buy |
47,653
+17,373
| +57% | +$2.34M | 0.09% | 105 |
|
|
2022
Q2 | $4.43M | Sell |
30,280
-7,037
| -19% | -$1.03M | 0.06% | 139 |
|
|
2022
Q1 | $7.58M | Buy |
37,317
+2,054
| +6% | +$417K | 0.1% | 101 |
|
|
2021
Q4 | $6.88M | Buy |
35,263
+18,685
| +113% | +$3.64M | 0.1% | 95 |
|
|
2021
Q3 | $3.47M | Buy |
+16,578
| New | +$3.47M | 0.05% | 123 |
|