Dumont & Blake Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,481
| Closed | -$238K | – | 195 |
|
|
2022
Q2 | $238K | Sell |
4,481
-49
| -1% | -$2.6K | 0.08% | 176 |
|
|
2022
Q1 | $264K | Buy |
4,530
+234
| +5% | +$13.6K | 0.07% | 191 |
|
|
2021
Q4 | $255K | Buy |
4,296
+2
| +0% | +$119 | 0.07% | 179 |
|
|
2021
Q3 | $237K | Buy |
4,294
+187
| +5% | +$10.3K | 0.07% | 182 |
|
|
2021
Q2 | $253K | Buy |
4,107
+7
| +0.2% | +$431 | 0.07% | 177 |
|
|
2021
Q1 | $278K | Buy |
+4,100
| New | +$278K | 0.09% | 165 |
|