Cnl Healthcare Trust shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Cnl Healthcare Trust shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Cnl Healthcare Trust
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Quarterly reported holdings in Cnl Healthcare Trust by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $111k | 18k | 6.28 |
| 2024-06-30 | $111k | 18k | 6.28 |
| 2024-03-31 | $111k | 18k | 6.28 |
| 2023-12-31 | $123k | 18k | 6.92 |
| 2023-09-30 | $123k | 18k | 6.92 |
| 2023-06-30 | $123k | 18k | 6.92 |
| 2023-03-31 | $123k | 18k | 6.92 |
| 2022-12-31 | $131k | 18k | 7.37 |
| 2022-09-30 | $74k | 10k | 7.39 |
| 2022-06-30 | $74k | 10k | 7.39 |
| 2022-03-31 | $102k | 14k | 7.35 |
| 2021-12-31 | $102k | 14k | 7.35 |
| 2021-09-30 | $74k | 10k | 7.39 |
| 2021-06-30 | $74k | 10k | 7.39 |
| 2021-03-31 | $74k | 10k | 7.39 |
| 2020-12-31 | $78k | 10k | 7.79 |