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Trivium Point Advisory’s American Healthcare REIT AHR Stock Holding History

Trivium Point Advisory’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$765K Sell
20,820
-5,833
-22% -$214K 0.08% 209
2025
Q1 		$808K Sell
26,653
-10,295
-28% -$312K 0.1% 186
2024
Q4 		$1.05M Sell
36,948
-8,378
-18% -$238K 0.13% 160
2024
Q3 		$1.21M Buy
+45,326
New +$1.21M 0.17% 148