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Octavia Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Octavia Wealth Advisors’s Portfolio AHR Stock Details AHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,625
Closed -$294K – 245
2025
Q1 		$294K Hold
9,625
– – 0.04% 169
2024
Q4 		$276K Hold
9,625
– – 0.03% 180
2024
Q3 		$254K Buy
+9,625
New +$254K 0.03% 188