GoalVest Advisory’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-672
| Closed | -$37.5K | – | 451 |
|
|
2023
Q4 | $37.5K | Sell |
672
-17,349
| -96% | -$969K | 0.02% | 164 |
|
|
2023
Q3 | $926K | Buy |
18,021
+634
| +4% | +$32.6K | 0.46% | 39 |
|
|
2023
Q2 | $911K | Sell |
17,387
-5,812
| -25% | -$305K | 0.47% | 37 |
|
|
2023
Q1 | $1.2M | Buy |
23,199
+2,550
| +12% | +$132K | 0.7% | 35 |
|
|
2022
Q4 | $1.08M | Buy |
20,649
+2,367
| +13% | +$124K | 0.7% | 38 |
|
|
2022
Q3 | $1.03M | Buy |
18,282
+1,744
| +11% | +$98.5K | 0.72% | 35 |
|
|
2022
Q2 | $1M | Buy |
+16,538
| New | +$1M | 0.63% | 46 |
|