Daniel L. Goodwin’s Universal Health Realty Income Trust UHT Stock Holding History

Daniel L. Goodwin’s Portfolio UHT Stock Details UHT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$461K	Hold	11,413	–	–	0.22%	49
2023 Q2	$543K	Sell	11,413 -200	-2%	-$9.52K	0.26%	45
2023 Q1	$559K	Sell	11,613 -4,000	-26%	-$192K	0.28%	46
2022 Q4	$745K	Hold	15,613	–	–	0.38%	35
2022 Q3	$675K	Hold	15,613	–	–	0.39%	35
2022 Q2	$831K	Hold	15,613	–	–	0.46%	31
2022 Q1	$911K	Hold	15,613	–	–	0.39%	33
2021 Q4	$929K	Hold	15,613	–	–	0.41%	37
2021 Q3	$863K	Hold	15,613	–	–	0.4%	36
2021 Q2	$961K	Hold	15,613	–	–	0.46%	38
2021 Q1	$1.06M	Hold	15,613	–	–	0.55%	31
2020 Q4	$1M	Hold	15,613	–	–	0.59%	33
2020 Q3	$890K	Hold	15,613	–	–	0.62%	33
2020 Q2	$1.24M	Hold	15,613	–	–	0.78%	25
2020 Q1	$1.57M	Hold	15,613	–	–	1.27%	19
2019 Q4	$1.83M	Hold	15,613	–	–	0.79%	20
2019 Q3	$1.61M	Hold	15,613	–	–	0.73%	19
2019 Q2	$1.33M	Hold	15,613	–	–	0.61%	23
2019 Q1	$1.18M	Hold	15,613	–	–	0.54%	24
2018 Q4	$958K	Hold	15,613	–	–	0.5%	28
2018 Q3	$1.16M	Hold	15,613	–	–	0.55%	25
2018 Q2	$999K	Hold	15,613	–	–	0.46%	28
2018 Q1	$938K	Hold	15,613	–	–	0.46%	29
2017 Q4	$1.17M	Hold	15,613	–	–	0.51%	23
2017 Q3	$1.18M	Hold	15,613	–	–	0.53%	24
2017 Q2	$1.24M	Hold	15,613	–	–	0.56%	23
2017 Q1	$1.01M	Hold	15,613	–	–	0.42%	30
2016 Q4	$1.02M	Hold	15,613	–	–	0.41%	29
2016 Q3	$984K	Hold	15,613	–	–	0.35%	31
2016 Q2	$893K	Hold	15,613	–	–	0.29%	31
2016 Q1	$878K	Hold	15,613	–	–	0.21%	34
2015 Q4	$781K	Hold	15,613	–	–	0.19%	39
2015 Q3	$733K	Hold	15,613	–	–	0.2%	38
2015 Q2	$725K	Hold	15,613	–	–	0.19%	35
2015 Q1	$878K	Buy	+15,613	New	+$878K	0.19%	34
2014 Q3	–	Sell	-7,242	Closed	-$315K	–	119
2014 Q2	$315K	Sell	7,242 -15,613	-68%	-$679K	0.06%	81
2014 Q1	$965K	Hold	22,855	–	–	0.17%	45
2013 Q4	$915K	Buy	22,855 +7,242	+46%	+$290K	0.17%	45
2013 Q3	$654K	Sell	15,613 -7,242	-32%	-$303K	0.13%	52
2013 Q2	$985K	Buy	+22,855	New	+$985K	0.19%	40