Mackenzie Financial’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 | $210K | Buy |
3,001
+97
| +3% | +$6.8K | ﹤0.01% | 1536 |
|
2025
Q1 | $214K | Buy |
2,904
+9
| +0.3% | +$665 | ﹤0.01% | 1492 |
|
2024
Q4 | $201K | Sell |
2,895
-3
| -0.1% | -$208 | ﹤0.01% | 1566 |
|
2024
Q3 | $244K | Buy |
+2,898
| New | +$244K | ﹤0.01% | 1281 |
|
2023
Q1 | – | Sell |
-4,692
| Closed | -$245K | – | 1582 |
|
2022
Q4 | $245K | Buy |
+4,692
| New | +$245K | ﹤0.01% | 1155 |
|
2022
Q3 | – | Sell |
-3,315
| Closed | -$201K | – | 1494 |
|
2022
Q2 | $201K | Buy |
+3,315
| New | +$201K | ﹤0.01% | 1288 |
|
2022
Q1 | – | Sell |
-6,604
| Closed | -$380K | – | 1472 |
|
2021
Q4 | $380K | Sell |
6,604
-215
| -3% | -$12.4K | ﹤0.01% | 1061 |
|
2021
Q3 | $365K | Buy |
6,819
+977
| +17% | +$52.3K | ﹤0.01% | 1062 |
|
2021
Q2 | $392K | Buy |
5,842
+1,895
| +48% | +$127K | ﹤0.01% | 1015 |
|
2021
Q1 | $285K | Buy |
+3,947
| New | +$285K | ﹤0.01% | 1019 |
|
2020
Q1 | – | Sell |
-97,300
| Closed | -$7.93M | – | 1137 |
|
2019
Q4 | $7.93M | Hold |
97,300
| – | – | 0.02% | 365 |
|
2019
Q3 | $8.02M | Hold |
97,300
| – | – | 0.02% | 358 |
|
2019
Q2 | $7.59M | Hold |
97,300
| – | – | 0.02% | 359 |
|
2019
Q1 | $7.64M | Sell |
97,300
-7,500
| -7% | -$589K | 0.02% | 420 |
|
2018
Q4 | $7.92M | Hold |
104,800
| – | – | 0.02% | 415 |
|
2018
Q3 | $7.92M | Buy |
+104,800
| New | +$7.92M | 0.02% | 387 |
|
2017
Q3 | – | Sell |
-9,607
| Closed | -$761K | – | 659 |
|
2017
Q2 | $761K | Buy |
9,607
+1,868
| +24% | +$148K | ﹤0.01% | 473 |
|
2017
Q1 | $562K | Buy |
7,739
+3,185
| +70% | +$231K | ﹤0.01% | 514 |
|
2016
Q4 | $338K | Hold |
4,554
| – | – | ﹤0.01% | 546 |
|
2016
Q3 | $357K | Hold |
4,554
| – | – | ﹤0.01% | 543 |
|
2016
Q2 | $342K | Buy |
4,554
+1,154
| +34% | +$86.7K | ﹤0.01% | 811 |
|
2016
Q1 | $226K | Hold |
3,400
| – | – | ﹤0.01% | 759 |
|
2015
Q4 | $207K | Buy |
+3,400
| New | +$207K | ﹤0.01% | 782 |
|