Sigma Planning Corp’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
$562K Sell
15,291
-8,899
-37% -$327K 0.02% 727
2025
Q1
$733K Sell
24,190
-9,083
-27% -$275K 0.02% 592
2024
Q4
$946K Sell
33,273
-38,632
-54% -$1.1M 0.03% 507
2024
Q3
$1.88M Buy
+71,905
New +$1.88M 0.06% 304