B. Riley Wealth Advisors’s National Healthcare NHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,511
| Closed | -$819K | – | 1373 |
|
2024
Q2 | $819K | Sell |
7,511
-1,255
| -14% | -$137K | 0.02% | 606 |
|
2024
Q1 | $566K | Sell |
8,766
-11
| -0.1% | -$710 | 0.02% | 734 |
|
2023
Q4 | $816K | Buy |
8,777
+11
| +0.1% | +$1.02K | 0.02% | 594 |
|
2023
Q3 | $566K | Hold |
8,766
| – | – | 0.02% | 734 |
|
2023
Q2 | $547K | Hold |
8,766
| – | – | 0.01% | 806 |
|
2023
Q1 | $514K | Hold |
8,766
| – | – | 0.01% | 791 |
|
2022
Q4 | $527K | Sell |
8,766
-79
| -0.9% | -$4.75K | 0.01% | 764 |
|
2022
Q3 | $561K | Buy |
+8,845
| New | +$561K | 0.02% | 706 |
|