Wolff Wiese Magana’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 | $1.45K | Buy |
20
+5
| +33% | +$363 | ﹤0.01% | 780 |
|
|
2025
Q1 | $1.39K | Hold |
15
| – | – | ﹤0.01% | 796 |
|
|
2024
Q4 | $1.46K | Hold |
15
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $1.78K | Sell |
15
-10
| -40% | -$1.19K | ﹤0.01% | 758 |
|
|
2024
Q2 | $2.93K | Buy |
25
+10
| +67% | +$1.17K | ﹤0.01% | 496 |
|
|
2024
Q1 | $1.93K | Hold |
15
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $1.9K | Buy |
+15
| New | +$1.9K | ﹤0.01% | 490 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$628 | – | 809 |
|
|
2023
Q1 | $628 | Buy |
+5
| New | +$628 | ﹤0.01% | 620 |
|
|
2022
Q4 | – | Sell |
-46
| Closed | -$7K | – | 788 |
|
|
2022
Q3 | $7K | Buy |
46
+5
| +12% | +$761 | 0.01% | 544 |
|
|
2022
Q2 | $6K | Sell |
41
-13
| -24% | -$1.9K | ﹤0.01% | 599 |
|
|
2022
Q1 | $11K | Sell |
54
-1
| -2% | -$204 | 0.01% | 521 |
|
|
2021
Q4 | $12K | Hold |
55
| – | – | 0.01% | 508 |
|
|
2021
Q3 | $11K | Sell |
55
-2
| -4% | -$400 | 0.01% | 503 |
|
|
2021
Q2 | $10K | Hold |
57
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $9K | Hold |
57
| – | – | 0.01% | 487 |
|
|
2020
Q4 | $10K | Buy |
+57
| New | +$10K | 0.01% | 444 |
|