Equitable Trust’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 | $232K | Hold |
3,310
| – | – | 0.01% | 415 |
|
|
2025
Q1 | $244K | Hold |
3,310
| – | – | 0.01% | 436 |
|
|
2024
Q4 | $229K | Hold |
3,310
| – | – | 0.01% | 446 |
|
|
2024
Q3 | $278K | Sell |
3,310
-1,630
| -33% | -$137K | 0.02% | 402 |
|
|
2024
Q2 | $335K | Hold |
4,940
| – | – | 0.02% | 364 |
|
|
2024
Q1 | $310K | Buy |
+4,940
| New | +$310K | 0.02% | 375 |
|
|
2021
Q3 | – | Sell |
-3,190
| Closed | -$214K | – | 375 |
|
|
2021
Q2 | $214K | Hold |
3,190
| – | – | 0.01% | 352 |
|
|
2021
Q1 | $231K | Hold |
3,190
| – | – | 0.02% | 324 |
|
|
2020
Q4 | $221K | Buy |
+3,190
| New | +$221K | 0.02% | 338 |
|
|
2020
Q3 | – | Sell |
-4,190
| Closed | -$255K | – | 328 |
|
|
2020
Q2 | $255K | Hold |
4,190
| – | – | 0.02% | 280 |
|
|
2020
Q1 | $208K | Hold |
4,190
| – | – | 0.02% | 292 |
|
|
2019
Q4 | $341K | Sell |
4,190
-2,095
| -33% | -$171K | 0.03% | 234 |
|
|
2019
Q3 | $518K | Hold |
6,285
| – | – | 0.05% | 194 |
|
|
2019
Q2 | $490K | Buy |
6,285
+2,030
| +48% | +$158K | 0.05% | 198 |
|
|
2019
Q1 | $334K | Buy |
4,255
+118
| +3% | +$9.26K | 0.04% | 228 |
|
|
2018
Q4 | $313K | Hold |
4,137
| – | – | 0.04% | 218 |
|
|
2018
Q3 | $313K | Sell |
4,137
-500
| -11% | -$37.8K | 0.04% | 242 |
|
|
2018
Q2 | $342K | Buy |
+4,637
| New | +$342K | 0.04% | 220 |
|