Napa 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
2024 Q4	–	Sell	-2,537	Closed	-$301K	–	175
2024 Q3	$301K	Buy	2,537 +408	+19%	+$48.4K	0.14%	135
2024 Q2	$249K	Sell	2,129 -423	-17%	-$49.5K	0.17%	93
2024 Q1	$329K	Sell	2,552 -70	-3%	-$9.03K	0.17%	50
2023 Q4	$332K	Buy	+2,622	New	+$332K	0.18%	83