Financial Gravity Asset Management’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
2025 Q4	–	Hold	0	–	-$32	–	777
2025 Q3	–	Hold	0	–	–	–	911
2024 Q2	–	Sell	-7	Closed	-$979	–	1494
2024 Q1	$979	Sell	7 -101	-94%	-$12.4K	﹤0.01%	1242
2023 Q4	$10.2K	Buy	108 +1	+0.9%	+$108	﹤0.01%	784
2023 Q3	$10K	Sell	107 -6	-5%	-$697	﹤0.01%	595
2023 Q2	$454	Buy	+113	New	+$13.5K	﹤0.01%	1019
2023 Q1	–	Sell	-146	Closed	-$4.88K	–	1153
2022 Q4	$4.88K	Sell	146 -2,234	-94%	-$323K	0.03%	406
2022 Q3	$3.62K	Sell	2,380 -375	-14%	-$57.6K	0.12%	176
2022 Q2	$3.84K	Buy	2,755 +2,554	+1,271%	+$433K	0.12%	186
2022 Q1	$18	Buy	+201	New	+$39.2K	﹤0.01%	719
2021 Q4	–	Hold	0	–	-$191K	–	962
2021 Q3	–	Hold	0	–	–	–	195
2021 Q1	–	Hold	0	–	–	–	770
2020 Q4	–	Hold	0	–	–	–	493
2019 Q2	–	Sell	-35	Closed	-$5K	–	1229
2019 Q1	$5K	Buy	+35	New	+$4.61K	﹤0.01%	666