BerganKDV Wealth Management’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
2023 Q2	–	Sell	-29	Closed	-$3.64K	–	874
2023 Q1	$3.64K	Buy	29 +27	+1,350%	+$3.39K	﹤0.01%	740
2022 Q4	$291	Sell	2 -7	-78%	-$1.02K	﹤0.01%	995
2022 Q3	$1K	Buy	9 +3	+50%	+$333	﹤0.01%	855
2022 Q2	$1K	Buy	+6	New	+$1K	﹤0.01%	873