Peak Financial 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 | $479K | Sell |
13,039
-12,074
| -48% | -$444K | 0.25% | 72 |
|
|
2025
Q1 | $761K | Hold |
25,113
| – | – | 0.39% | 47 |
|
|
2024
Q4 | $714K | Sell |
25,113
-1,814
| -7% | -$51.6K | 0.37% | 47 |
|
|
2024
Q3 | $703K | Sell |
26,927
-4,199
| -13% | -$110K | 0.36% | 44 |
|
|
2024
Q2 | $455K | Buy |
31,126
+2,921
| +10% | +$42.7K | 0.26% | 53 |
|
|
2024
Q1 | $416K | Buy |
+28,205
| New | +$416K | 0.25% | 56 |
|