Avantax Advisory Services’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
6,164
+1,116
| +22% | +$78.3K | ﹤0.01% | 1673 |
|
|
2025
Q1 | $373K | Sell |
5,048
-310
| -6% | -$22.9K | ﹤0.01% | 1691 |
|
|
2024
Q4 | $371K | Sell |
5,358
-65
| -1% | -$4.5K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $456K | Sell |
5,423
-115
| -2% | -$9.67K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $375K | Buy |
+5,538
| New | +$375K | ﹤0.01% | 1553 |
|
|
2020
Q4 | – | Sell |
-3,352
| Closed | -$202K | – | 1206 |
|
|
2020
Q3 | $202K | Buy |
+3,352
| New | +$202K | ﹤0.01% | 1223 |
|
|
2020
Q2 | – | Sell |
-5,965
| Closed | -$295K | – | 879 |
|
|
2020
Q1 | $295K | Buy |
5,965
+684
| +13% | +$33.8K | 0.01% | 580 |
|
|
2019
Q4 | $432K | Buy |
+5,281
| New | +$432K | 0.01% | 520 |
|
|
2019
Q1 | – | Sell |
-4,464
| Closed | -$343K | – | 494 |
|
|
2018
Q4 | $343K | Buy |
+4,464
| New | +$343K | 0.06% | 278 |
|