D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-543
| Closed | -$43K | – | 1941 |
|
|
2017
Q2 | $43K | Buy |
543
+100
| +23% | +$7.92K | ﹤0.01% | 1582 |
|
|
2017
Q1 | $28K | Hold |
443
| – | – | ﹤0.01% | 1735 |
|
|
2016
Q4 | $29K | Buy |
+443
| New | +$29K | ﹤0.01% | 1803 |
|
|
2016
Q3 | – | Sell |
-443
| Closed | -$25K | – | 2473 |
|
|
2016
Q2 | $25K | Hold |
443
| – | – | ﹤0.01% | 1681 |
|
|
2016
Q1 | $24K | Sell |
443
-100
| -18% | -$5.42K | ﹤0.01% | 1657 |
|
|
2015
Q4 | $27K | Sell |
543
-82
| -13% | -$4.08K | ﹤0.01% | 1617 |
|
|
2015
Q3 | $29K | Hold |
625
| – | – | ﹤0.01% | 1571 |
|
|
2015
Q2 | $29K | Hold |
625
| – | – | ﹤0.01% | 1604 |
|
|
2015
Q1 | $35K | Hold |
625
| – | – | ﹤0.01% | 1545 |
|
|
2014
Q4 | $30K | Buy |
625
+443
| +243% | +$21.3K | ﹤0.01% | 1587 |
|
|
2014
Q3 | $7K | Hold |
182
| – | – | ﹤0.01% | 1889 |
|
|
2014
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 1872 |
|
|
2014
Q1 | $7K | Sell |
182
-100
| -35% | -$3.85K | ﹤0.01% | 1871 |
|
|
2013
Q4 | $11K | Sell |
282
-258
| -48% | -$10.1K | ﹤0.01% | 1697 |
|
|
2013
Q3 | $22K | Buy |
540
+115
| +27% | +$4.69K | ﹤0.01% | 1323 |
|
|
2013
Q2 | $18K | Buy |
+425
| New | +$18K | ﹤0.01% | 1329 |
|