Avantax Advisory Services’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,378
| Closed | -$233K | – | 1381 |
|
|
2022
Q2 | $233K | Buy |
4,378
+302
| +7% | +$16.1K | ﹤0.01% | 1132 |
|
|
2022
Q1 | $240K | Sell |
4,076
-304
| -7% | -$17.9K | ﹤0.01% | 1112 |
|
|
2021
Q4 | $260K | Sell |
4,380
-1,676
| -28% | -$99.5K | ﹤0.01% | 1048 |
|
|
2021
Q3 | $337K | Buy |
6,056
+324
| +6% | +$18K | 0.01% | 876 |
|
|
2021
Q2 | $350K | Buy |
5,732
+409
| +8% | +$25K | 0.01% | 843 |
|
|
2021
Q1 | $358K | Buy |
5,323
+835
| +19% | +$56.2K | 0.01% | 737 |
|
|
2020
Q4 | $289K | Sell |
4,488
-2,993
| -40% | -$193K | 0.01% | 741 |
|
|
2020
Q3 | $428K | Buy |
+7,481
| New | +$428K | 0.01% | 857 |
|