GSWM
AHR icon

Golden State Wealth Management’s American Healthcare REIT AHR Stock Holding History

Golden State Wealth Management’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 		$380K Buy
10,346
+18
+0.2% +$661 0.05% 280
2025
Q1 		$313K Sell
10,328
-2,090
-17% -$63.3K 0.05% 284
2024
Q4 		$353K Buy
+12,418
New +$353K 0.05% 251