Bogart Wealth LLC’s Alexandria Real Estate Equities ARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Buy	345 +331	+2,364%	+$17.5K	﹤0.01%	779
2025 Q4	$685	Sell	14 -17	-55%	-$1K	﹤0.01%	1389
2025 Q3	$2.58K	Buy	31 +6	+24%	+$481	﹤0.01%	1104
2025 Q2	$1.82K	Hold	25	–	–	﹤0.01%	1131
2025 Q1	$2.31K	Sell	25 -15	-38%	-$1.47K	﹤0.01%	1042
2024 Q4	$3.9K	Buy	+40	New	+$4.38K	﹤0.01%	946
2024 Q2	–	Sell	-16	Closed	-$2.02K	–	1121
2024 Q1	$2.02K	Hold	16	–	–	﹤0.01%	905
2023 Q4	$1.97K	Buy	16 +1	+7%	+$108	﹤0.01%	900
2023 Q3	$1.53K	Hold	15	–	–	﹤0.01%	917
2023 Q2	$1.72K	Sell	15 -23	-61%	-$2.74K	﹤0.01%	901
2023 Q1	$4.77K	Buy	+38	New	+$5.58K	﹤0.01%	725