Copley Financial Group’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	-4,309	Closed	-$399K	–	103
2025 Q1	$399K	Buy	4,309 +16	+0.4%	+$1.48K	0.31%	78
2024 Q4	$419K	Buy	4,293 +753	+21%	+$73.5K	0.32%	76
2024 Q3	$420K	Buy	+3,540	New	+$420K	0.38%	75