Capital Planning Advisors’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,426
| Closed | -$225K | – | 132 |
|
|
2020
Q2 | $225K | Sell |
2,426
-6,964
| -74% | -$646K | 0.07% | 123 |
|
|
2020
Q1 | $930K | Sell |
9,390
-319
| -3% | -$31.6K | 0.35% | 65 |
|
|
2019
Q4 | $1.39M | Buy |
9,709
+914
| +10% | +$131K | 0.36% | 62 |
|
|
2019
Q3 | $1.31M | Sell |
8,795
-205
| -2% | -$30.5K | 0.38% | 58 |
|
|
2019
Q2 | $1.17M | Sell |
9,000
-152
| -2% | -$19.8K | 0.34% | 60 |
|
|
2019
Q1 | $1.22M | Buy |
9,152
+1,321
| +17% | +$177K | 0.37% | 60 |
|
|
2018
Q4 | $913K | Sell |
7,831
-121
| -2% | -$14.1K | 0.33% | 65 |
|
|
2018
Q3 | $1.02M | Buy |
7,952
+2,196
| +38% | +$281K | 0.33% | 73 |
|
|
2018
Q2 | $641K | Buy |
+5,756
| New | +$641K | 0.29% | 72 |
|