Steward Partners Investment Advisory’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 | $892K | Sell |
24,268
-973
| -4% | -$35.7K | 0.01% | 1035 |
|
|
2025
Q1 | $765K | Hold |
25,241
| – | – | 0.01% | 1018 |
|
|
2024
Q4 | $717K | Buy |
25,241
+13,215
| +110% | +$376K | 0.01% | 1002 |
|
|
2024
Q3 | $314K | Buy |
+12,026
| New | +$314K | ﹤0.01% | 1312 |
|
|
2024
Q2 | – | Sell |
-139
| Closed | -$2.05K | – | 3732 |
|
|
2024
Q1 | $2.05K | Buy |
+139
| New | +$2.05K | ﹤0.01% | 3285 |
|