Trek Financial’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
$531K Sell
14,447
-654
-4% -$24K 0.04% 258
2025
Q1
$458K Sell
15,101
-2,864
-16% -$86.8K 0.03% 250
2024
Q4
$511K Sell
17,965
-1,875
-9% -$53.3K 0.04% 253
2024
Q3
$518K Buy
+19,840
New +$518K 0.04% 236