West Branch Capital’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 | – | Sell |
-40
| Closed | -$3.7K | – | 477 |
|
|
2025
Q1 | $3.7K | Hold |
40
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $3.9K | Hold |
40
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $4.75K | Hold |
40
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $4.68K | Hold |
40
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $5.16K | Hold |
40
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $5.07K | Hold |
40
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $4.54K | Hold |
40
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $5.02K | Sell |
40
-151
| -79% | -$19K | ﹤0.01% | 352 |
|
|
2022
Q4 | $27.8K | Hold |
191
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $27K | Hold |
191
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $28K | Hold |
191
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $38K | Hold |
191
| – | – | 0.02% | 202 |
|
|
2021
Q4 | $43K | Hold |
191
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $36K | Hold |
191
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $35K | Buy |
+191
| New | +$35K | 0.02% | 218 |
|