Impact Partnership Wealth’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	$765K	Buy	+10,528	New	+$765K	0.14%	71
2024 Q2	–	Sell	-12	Closed	-$1.55K	–	241
2024 Q1	$1.55K	Sell	12 -60	-83%	-$7.74K	﹤0.01%	596
2023 Q4	$9.13K	Sell	72 -3,191	-98%	-$405K	﹤0.01%	510
2023 Q3	$327K	Buy	+3,263	New	+$327K	0.1%	116