J.W. Cole Advisors’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	$2.39M	Sell	64,923 -32,013	-33%	-$1.18M	0.05%	357
2025 Q1	$2.94M	Buy	96,936 +60,222	+164%	+$1.82M	0.09%	227
2024 Q4	$1.04M	Sell	36,714 -4,648	-11%	-$132K	0.04%	403
2024 Q3	$1.08M	Buy	+41,362	New	+$1.08M	0.05%	376