CreativeOne Wealth’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
$534K Buy
14,528
+2,257
+18% +$82.9K 0.01% 714
2025
Q1
$372K Sell
12,271
-1,583
-11% -$48K 0.01% 789
2024
Q4
$394K Sell
13,854
-5,282
-28% -$150K 0.01% 781
2024
Q3
$499K Buy
+19,136
New +$499K 0.02% 631