Castleview Partners’s American Healthcare REIT AHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
12,828
-215
| -2% | -$7.9K | 0.3% | 82 |
|
|
2025
Q1 | $395K | Sell |
13,043
-7
| -0.1% | -$212 | 0.27% | 97 |
|
|
2024
Q4 | $362K | Sell |
13,050
-5,885
| -31% | -$163K | 0.2% | 125 |
|
|
2024
Q3 | $494K | Buy |
+18,935
| New | +$494K | 0.29% | 81 |
|
|
2024
Q2 | – | Sell |
-65
| Closed | -$959 | – | 1008 |
|
|
2024
Q1 | $959 | Buy |
+65
| New | +$959 | ﹤0.01% | 801 |
|