Dean Investment Associates’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
Q4 | – | Sell |
-92,880
| Closed | -$4.25M | – | 228 |
|
|
2024
Q3 | $4.25M | Buy |
92,880
+27,871
| +43% | +$1.28M | 0.57% | 56 |
|
|
2024
Q2 | $2.54M | Buy |
65,009
+25,752
| +66% | +$1.01M | 0.36% | 131 |
|
|
2024
Q1 | $1.44M | Sell |
39,257
-15,372
| -28% | -$564K | 0.2% | 173 |
|
|
2023
Q4 | $2.36M | Buy |
54,629
+13,421
| +33% | +$580K | 0.34% | 122 |
|
|
2023
Q3 | $1.67M | Sell |
41,208
-28,095
| -41% | -$1.14M | 0.27% | 153 |
|
|
2023
Q2 | $3.3M | Buy |
69,303
+10,193
| +17% | +$485K | 0.54% | 72 |
|
|
2023
Q1 | $2.84M | Buy |
59,110
+13,586
| +30% | +$654K | 0.45% | 89 |
|
|
2022
Q4 | $2.17M | Buy |
+45,524
| New | +$2.17M | 0.37% | 99 |
|