AE Wealth Management’s National Healthcare NHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.66M | Sell |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $2.71M | Sell |
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|
2023
Q4 | $2.83M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.16M | Hold |
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|
2023
Q1 | $2.03M | Hold |
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|
2022
Q4 | $2.08M | Hold |
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|
2022
Q3 | $2.22M | Hold |
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|
2022
Q2 | $2.45M | Hold |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.45M | Buy |
|