EWA
EverSource Wealth Advisors’s American Healthcare REIT AHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Sell |
275
-145,242
| -100% | -$5.34M | ﹤0.01% | 2792 |
|
|
2025
Q1 | $4.41M | Sell |
145,517
-3,644
| -2% | -$110K | 0.24% | 89 |
|
|
2024
Q4 | $4.24M | Buy |
149,161
+12,882
| +9% | +$366K | 0.24% | 90 |
|
|
2024
Q3 | $3.56M | Buy |
+136,279
| New | +$3.56M | 0.23% | 95 |
|