Allworth Financial’s National Healthcare NHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42K | Sell |
88
-30
| -25% | -$3.21K | ﹤0.01% | 2907 |
|
|
2025
Q1 | $11.1K | Sell |
118
-446
| -79% | -$42.1K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $54.6K | Buy |
564
+446
| +378% | +$43.2K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $14.8K | Hold |
118
| – | – | ﹤0.01% | 2088 |
|
|
2024
Q2 | $14.7K | Buy |
118
+30
| +34% | +$3.74K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $8.32K | Hold |
88
| – | – | ﹤0.01% | 2182 |
|
|
2023
Q4 | $8.13K | Hold |
88
| – | – | ﹤0.01% | 2063 |
|
|
2023
Q3 | $5.63K | Sell |
88
-20
| -19% | -$1.28K | ﹤0.01% | 2055 |
|
|
2023
Q2 | $6.68K | Sell |
108
-12
| -10% | -$742 | ﹤0.01% | 1990 |
|
|
2023
Q1 | $6.97K | Buy |
+120
| New | +$6.97K | ﹤0.01% | 1918 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1K | – | 3132 |
|
|
2022
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2440 |
|
|
2022
Q1 | – | Sell |
-126
| Closed | -$9K | – | 2281 |
|
|
2021
Q4 | $9K | Buy |
+126
| New | +$9K | ﹤0.01% | 1411 |
|