Modern Wealth Management’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	$3.16M	Sell	86,114 -9,765	-10%	-$359K	0.08%	215
2025 Q1	$2.91M	Sell	95,879 -1,739	-2%	-$52.7K	0.09%	180
2024 Q4	$2.77M	Sell	97,618 -2,019	-2%	-$57.4K	0.1%	158
2024 Q3	$2.6M	Buy	+99,637	New	+$2.6M	0.16%	94