Cornerstone Planning Group’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	$219	Sell	5 -13	-72%	-$686	﹤0.01%	1771
2025 Q4	$983	Sell	18 -343	-95%	-$20.2K	﹤0.01%	1346
2025 Q3	$2.01K	Buy	361 +355	+5,917%	+$28.4K	﹤0.01%	1161
2025 Q2	$469	Buy	+6	New	+$446	﹤0.01%	1320
2025 Q1	–	Sell	-14	Closed	-$1.43K	–	1565
2024 Q4	$1.43K	Buy	14 +7	+100%	+$767	﹤0.01%	881
2024 Q3	$782	Buy	7 +4	+133%	+$477	﹤0.01%	994
2024 Q2	$337	Buy	+3	New	+$358	﹤0.01%	1128
2023 Q4	–	Sell	-10	Closed	-$1.05K	–	967
2023 Q3	$1.05K	Hold	10	–	–	﹤0.01%	777
2023 Q2	$1.18K	Buy	+10	New	+$1.19K	﹤0.01%	1314