Boenning & Scattergood’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
Q4 | $231K | Buy |
+3,950
| New | +$231K | 0.04% | 361 |
|
2022
Q3 | – | Sell |
-3,950
| Closed | -$210K | – | 396 |
|
2022
Q2 | $210K | Hold |
3,950
| – | – | 0.04% | 351 |
|
2022
Q1 | $231K | Hold |
3,950
| – | – | 0.04% | 361 |
|
2021
Q4 | $235K | Hold |
3,950
| – | – | 0.04% | 353 |
|
2021
Q3 | $218K | Hold |
3,950
| – | – | 0.04% | 348 |
|
2021
Q2 | $243K | Hold |
3,950
| – | – | 0.04% | 331 |
|
2021
Q1 | $268K | Hold |
3,950
| – | – | 0.05% | 308 |
|
2020
Q4 | $254K | Hold |
3,950
| – | – | 0.05% | 294 |
|
2020
Q3 | $225K | Sell |
3,950
-100
| -2% | -$5.7K | 0.05% | 293 |
|
2020
Q2 | $322K | Sell |
4,050
-250
| -6% | -$19.9K | 0.09% | 234 |
|
2020
Q1 | $433K | Sell |
4,300
-175
| -4% | -$17.6K | 0.15% | 165 |
|
2019
Q4 | $525K | Buy |
+4,475
| New | +$525K | 0.14% | 175 |
|
2019
Q3 | – | Sell |
-233,786
| Closed | -$5.59M | – | 281 |
|
2019
Q2 | $5.59M | Buy |
233,786
+228,436
| +4,270% | +$5.46M | 1.63% | 10 |
|
2019
Q1 | $405K | Sell |
5,350
-72,081
| -93% | -$5.46M | 0.12% | 190 |
|
2018
Q4 | $2.41M | Buy |
77,431
+72,031
| +1,334% | +$2.24M | 0.84% | 26 |
|
2018
Q3 | $402K | Sell |
5,400
-1,000
| -16% | -$74.4K | 0.13% | 188 |
|
2018
Q2 | $409K | Buy |
+6,400
| New | +$409K | 0.13% | 186 |
|