BAM
Baldrige Asset Management’s National Health Investors NHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 269 |
|
|
2022
Q3 | – | Sell |
-99
| Closed | -$6K | – | 307 |
|
|
2022
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $6K | Sell |
99
-289
| -74% | -$17.5K | ﹤0.01% | 277 |
|
|
2021
Q4 | $22K | Buy |
388
+2
| +0.5% | +$113 | 0.01% | 227 |
|
|
2021
Q3 | $21K | Buy |
386
+2
| +0.5% | +$109 | 0.01% | 231 |
|
|
2021
Q2 | $26K | Buy |
+384
| New | +$26K | 0.01% | 218 |
|