Congress 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 Q4	–	Sell	-10,500	Closed	-$1.05M	–	610
2023 Q3	$1.05M	Sell	10,500 -17	-0.2%	-$1.7K	0.02%	369
2023 Q2	$1.19M	Buy	+10,517	New	+$1.19M	0.03%	323