CAPTRUST Financial Advisors’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 |
-5,187
| Closed | -$224K | – | 2650 |
|
2023
Q4 | $224K | Sell |
5,187
-1,799
| -26% | -$77.8K | ﹤0.01% | 2310 |
|
2023
Q3 | $282K | Sell |
6,986
-522
| -7% | -$21.1K | ﹤0.01% | 2031 |
|
2023
Q2 | $357K | Sell |
7,508
-415
| -5% | -$19.7K | ﹤0.01% | 1849 |
|
2023
Q1 | $381K | Buy |
7,923
+40
| +0.5% | +$1.92K | ﹤0.01% | 1564 |
|
2022
Q4 | $376K | Buy |
7,883
+69
| +0.9% | +$3.29K | ﹤0.01% | 1495 |
|
2022
Q3 | $338K | Buy |
+7,814
| New | +$338K | ﹤0.01% | 1469 |
|