Nicola 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
2024
Q4
Sell
-55,000
Closed -$1.94M 114
2024
Q3
$1.94M Sell
55,000
-10,300
-16% -$364K 0.15% 89
2024
Q2
$1.31M Sell
65,300
-9,700
-13% -$194K 0.12% 100
2024
Q1
$1.5M Buy
+75,000
New +$1.5M 0.15% 97