Whalen 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	-5,801	Closed	-$689K	–	143
2024 Q3	$689K	Sell	5,801 -214	-4%	-$25.4K	0.49%	55
2024 Q2	$704K	Buy	+6,015	New	+$704K	0.56%	34
2024 Q1	–	Sell	-3,070	Closed	-$389K	–	118
2023 Q4	$389K	Buy	+3,070	New	+$389K	0.35%	81