CIC Wealth, LLC AHR Holdings History
Number of Shares
20,064.00
Current Holdings Value*
$523,670.00
% of Portfolio
0.14%
Total Estimate Gain
$352,925.76
% of Total Estimate Gain
90.30%
CIC Wealth, LLC's American Healthcare REIT Inc Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 20,064.00 shares of American Healthcare REIT Inc(AHR), totaling $523,670.00. This investment constitutes 0.14% of their stock portfolio, and CIC Wealth, LLC now holds 0.01% of the outstanding American Healthcare REIT Inc(AHR) stock.
The initial trade took place in 2024Q3. And since then CIC Wealth, LLC has made 1 purchases of AHR, at an average price of $19.48, for a total of 20,064.00 shares. Based on historical transaction data and AHR's current price of $37.07, CIC Wealth, LLC's estimated gain on his AHR holdings is $352,925.76, reflecting a 90.30% gain to date.
CIC Wealth, LLC AHR ($37.07) Holding Chart
CIC Wealth, LLC AHR ($37.07) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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