O'Shaughnessy Asset Management’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14
| Closed | -$1K | – | 2027 |
|
|
2021
Q3 | $1K | Sell |
14
-22
| -61% | -$1.57K | ﹤0.01% | 2607 |
|
|
2021
Q2 | $2K | Sell |
36
-8
| -18% | -$444 | ﹤0.01% | 2319 |
|
|
2021
Q1 | $3K | Sell |
44
-11
| -20% | -$750 | ﹤0.01% | 2023 |
|
|
2020
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 1728 |
|
|
2020
Q3 | $3K | Buy |
55
+49
| +817% | +$2.67K | ﹤0.01% | 1581 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1837 |
|
|
2020
Q1 | – | Sell |
-61
| Closed | -$5K | – | 1623 |
|
|
2019
Q4 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 1456 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$2K | – | 990 |
|
|
2018
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 853 |
|
|
2018
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 844 |
|
|
2018
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 859 |
|
|
2017
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 870 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$2K | – | 964 |
|
|
2017
Q2 | $2K | Sell |
26
-53
| -67% | -$4.08K | ﹤0.01% | 828 |
|
|
2017
Q1 | $6K | Sell |
79
-158
| -67% | -$12K | ﹤0.01% | 768 |
|
|
2016
Q4 | $18K | Hold |
237
| – | – | ﹤0.01% | 766 |
|
|
2016
Q3 | $19K | Buy |
237
+63
| +36% | +$5.05K | ﹤0.01% | 742 |
|
|
2016
Q2 | $13K | Buy |
174
+127
| +270% | +$9.49K | ﹤0.01% | 775 |
|
|
2016
Q1 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 858 |
|
|
2013
Q3 | – | Sell |
-123
| Closed | -$7K | – | 976 |
|
|
2013
Q2 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 757 |
|