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Cypress Wealth Services’s American Healthcare REIT AHR Stock Holding History

Cypress Wealth Services’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,239
Closed -$583K – 333
2025
Q1 		$583K Hold
19,239
– – 0.12% 141
2024
Q4 		$547K Hold
19,239
– – 0.11% 144
2024
Q3 		$502K Buy
+19,239
New +$502K 0.1% 152