Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,000
| Closed | -$303K | – | 838 |
|
|
2023
Q4 | $303K | Hold |
7,000
| – | – | 0.03% | 517 |
|
|
2023
Q3 | $283K | Hold |
7,000
| – | – | 0.03% | 492 |
|
|
2023
Q2 | $333K | Sell |
7,000
-580
| -8% | -$27.6K | 0.04% | 413 |
|
|
2023
Q1 | $365K | Buy |
7,580
+3,025
| +66% | +$146K | 0.02% | 668 |
|
|
2022
Q4 | $217K | Buy |
+4,555
| New | +$217K | 0.01% | 861 |
|