Endurance Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $317K | Hold |
6,660
| – | – | 0.04% | 158 |
|
|
2023
Q1 | $320K | Hold |
6,660
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $318K | Hold |
6,660
| – | – | 0.05% | 147 |
|
|
2022
Q3 | $288K | Sell |
6,660
-50
| -0.7% | -$2.16K | 0.05% | 156 |
|
|
2022
Q2 | $357K | Hold |
6,710
| – | – | 0.05% | 146 |
|
|
2022
Q1 | $392K | Sell |
6,710
-50
| -0.7% | -$2.92K | 0.05% | 153 |
|
|
2021
Q4 | $402K | Buy |
6,760
+900
| +15% | +$53.5K | 0.04% | 165 |
|
|
2021
Q3 | $324K | Sell |
5,860
-242
| -4% | -$13.4K | 0.04% | 181 |
|
|
2021
Q2 | $375K | Sell |
6,102
-248
| -4% | -$15.2K | 0.04% | 169 |
|
|
2021
Q1 | $430K | Sell |
6,350
-100
| -2% | -$6.77K | 0.05% | 158 |
|
|
2020
Q4 | $415K | Hold |
6,450
| – | – | 0.05% | 153 |
|
|
2020
Q3 | $368K | Hold |
6,450
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $513K | Buy |
6,450
+150
| +2% | +$11.9K | 0.08% | 128 |
|
|
2020
Q1 | $635K | Sell |
6,300
-400
| -6% | -$40.3K | 0.12% | 101 |
|
|
2019
Q4 | $786K | Hold |
6,700
| – | – | 0.12% | 105 |
|
|
2019
Q3 | $689K | Sell |
6,700
-625
| -9% | -$64.3K | 0.11% | 111 |
|
|
2019
Q2 | $622K | Hold |
7,325
| – | – | 0.1% | 120 |
|
|
2019
Q1 | $555K | Hold |
7,325
| – | – | 0.09% | 120 |
|
|
2018
Q4 | $450K | Hold |
7,325
| – | – | 0.08% | 126 |
|
|
2018
Q3 | $545K | Hold |
7,325
| – | – | 0.09% | 121 |
|
|
2018
Q2 | $469K | Hold |
7,325
| – | – | 0.08% | 128 |
|
|
2018
Q1 | $440K | Sell |
7,325
-600
| -8% | -$36K | 0.07% | 132 |
|
|
2017
Q4 | $595K | Sell |
7,925
-800
| -9% | -$60.1K | 0.1% | 114 |
|
|
2017
Q3 | $659K | Sell |
8,725
-275
| -3% | -$20.8K | 0.11% | 111 |
|
|
2017
Q2 | $716K | Hold |
9,000
| – | – | 0.12% | 108 |
|
|
2017
Q1 | $581K | Hold |
9,000
| – | – | 0.1% | 117 |
|
|
2016
Q4 | $590K | Sell |
9,000
-75
| -0.8% | -$4.92K | 0.11% | 118 |
|
|
2016
Q3 | $547K | Sell |
9,075
-200
| -2% | -$12.1K | 0.1% | 120 |
|
|
2016
Q2 | $530K | Hold |
9,275
| – | – | 0.1% | 116 |
|
|
2016
Q1 | $522 | Hold |
9,275
| – | – | 0.07% | 119 |
|
|
2015
Q4 | $464K | Sell |
9,275
-1,500
| -14% | -$75K | 0.09% | 127 |
|
|
2015
Q3 | $533K | Hold |
10,775
| – | – | 0.09% | 123 |
|
|
2015
Q2 | $501K | Hold |
10,775
| – | – | 0.08% | 131 |
|
|
2015
Q1 | $606K | Hold |
10,775
| – | – | 0.11% | 122 |
|
|
2014
Q4 | $518K | Hold |
10,775
| – | – | 0.09% | 128 |
|
|
2014
Q3 | $449K | Hold |
10,775
| – | – | 0.08% | 130 |
|
|
2014
Q2 | $468K | Hold |
10,775
| – | – | 0.08% | 138 |
|
|
2014
Q1 | $455K | Hold |
10,775
| – | – | 0.09% | 124 |
|
|
2013
Q4 | $431K | Hold |
10,775
| – | – | 0.09% | 122 |
|
|
2013
Q3 | $451K | Hold |
10,775
| – | – | 0.1% | 118 |
|
|
2013
Q2 | $464K | Buy |
+10,775
| New | +$464K | 0.1% | 114 |
|