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