AssetMark Inc
UHT

AssetMark Inc’s Universal Health Realty Income Trust UHT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,019
Closed -$193K 1676
2023
Q1
$193K Buy
4,019
+361
+10% +$17.4K ﹤0.01% 833
2022
Q4
$175K Buy
3,658
+1,144
+46% +$54.6K ﹤0.01% 841
2022
Q3
$109K Buy
+2,514
New +$109K ﹤0.01% 837
2021
Q2
Sell
-55
Closed -$4K 1548
2021
Q1
$4K Buy
55
+2
+4% +$145 ﹤0.01% 1069
2020
Q4
$3K Buy
53
+13
+33% +$736 ﹤0.01% 1149
2020
Q3
$2K Buy
40
+12
+43% +$600 ﹤0.01% 1157
2020
Q2
$2K Buy
28
+13
+87% +$929 ﹤0.01% 1130
2020
Q1
$2K Buy
+15
New +$2K ﹤0.01% 1208
2018
Q2
Sell
-1,936
Closed -$116K 1468
2018
Q1
$116K Buy
1,936
+1,916
+9,580% +$115K ﹤0.01% 551
2017
Q4
$2K Buy
20
+16
+400% +$1.6K ﹤0.01% 1495
2017
Q3
$0 Buy
+4
New ﹤0.01% 1625