Naples Global Advisors’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
Q4 | – | Sell |
-2,575
| Closed | -$219K | – | 407 |
|
|
2024
Q3 | $219K | Buy |
+2,575
| New | +$219K | 0.02% | 383 |
|
|
2021
Q3 | – | Sell |
-2,984
| Closed | -$200K | – | 387 |
|
|
2021
Q2 | $200K | Hold |
2,984
| – | – | 0.03% | 372 |
|
|
2021
Q1 | $216K | Sell |
2,984
-200
| -6% | -$14.5K | 0.03% | 348 |
|
|
2020
Q4 | $220K | Sell |
3,184
-341
| -10% | -$23.6K | 0.04% | 330 |
|
|
2020
Q3 | $212K | Sell |
3,525
-100
| -3% | -$6.01K | 0.04% | 323 |
|
|
2020
Q2 | $220K | Buy |
+3,625
| New | +$220K | 0.05% | 310 |
|
|
2020
Q1 | – | Sell |
-4,360
| Closed | -$355K | – | 326 |
|
|
2019
Q4 | $355K | Sell |
4,360
-75
| -2% | -$6.11K | 0.07% | 254 |
|
|
2019
Q3 | $365K | Hold |
4,435
| – | – | 0.09% | 248 |
|
|
2019
Q2 | $346K | Sell |
4,435
-100
| -2% | -$7.8K | 0.08% | 248 |
|
|
2019
Q1 | $356K | Sell |
4,535
-300
| -6% | -$23.6K | 0.09% | 234 |
|
|
2018
Q4 | $377K | Hold |
4,835
| – | – | 0.11% | 230 |
|
|
2018
Q3 | $365K | Hold |
4,835
| – | – | 0.1% | 238 |
|
|
2018
Q2 | $356K | Sell |
4,835
-50
| -1% | -$3.68K | 0.1% | 227 |
|
|
2018
Q1 | $329K | Hold |
4,885
| – | – | 0.1% | 236 |
|
|
2017
Q4 | $368K | Hold |
4,885
| – | – | 0.11% | 221 |
|
|
2017
Q3 | $378K | Hold |
4,885
| – | – | 0.13% | 212 |
|
|
2017
Q2 | $387K | Hold |
4,885
| – | – | 0.14% | 199 |
|
|
2017
Q1 | $355K | Sell |
4,885
-100
| -2% | -$7.27K | 0.13% | 210 |
|
|
2016
Q4 | $370K | Hold |
4,985
| – | – | 0.14% | 205 |
|
|
2016
Q3 | $391K | Hold |
4,985
| – | – | 0.15% | 195 |
|
|
2016
Q2 | $374K | Hold |
4,985
| – | – | 0.15% | 195 |
|
|
2016
Q1 | $332K | Hold |
4,985
| – | – | 0.14% | 209 |
|
|
2015
Q4 | $303K | Hold |
4,985
| – | – | 0.15% | 190 |
|
|
2015
Q3 | $287K | Hold |
4,985
| – | – | 0.15% | 192 |
|
|
2015
Q2 | $311K | Hold |
4,985
| – | – | 0.15% | 194 |
|
|
2015
Q1 | $354K | Hold |
4,985
| – | – | 0.17% | 184 |
|
|
2014
Q4 | $349K | Hold |
4,985
| – | – | 0.18% | 174 |
|
|
2014
Q3 | $285K | Hold |
4,985
| – | – | 0.17% | 182 |
|
|
2014
Q2 | $312K | Hold |
4,985
| – | – | 0.19% | 187 |
|
|
2014
Q1 | $301K | Hold |
4,985
| – | – | 0.18% | 200 |
|
|
2013
Q4 | $280K | Buy |
+4,985
| New | +$280K | 0.19% | 200 |
|