EverSource Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99K | Buy |
175
+139
| +386% | +$5.56K | ﹤0.01% | 2999 |
|
|
2025
Q1 | $1.48K | Sell |
36
-5
| -12% | -$205 | ﹤0.01% | 3075 |
|
|
2024
Q4 | $1.53K | Buy |
41
+12
| +41% | +$447 | ﹤0.01% | 2821 |
|
|
2024
Q3 | $1.33K | Hold |
29
| – | – | ﹤0.01% | 2655 |
|
|
2024
Q2 | $1.24K | Buy |
29
+14
| +93% | +$599 | ﹤0.01% | 2690 |
|
|
2024
Q1 | $540 | Buy |
+15
| New | +$540 | ﹤0.01% | 2698 |
|
|
2023
Q4 | – | Sell |
-99
| Closed | -$4K | – | 2752 |
|
|
2023
Q3 | $4K | Hold |
99
| – | – | ﹤0.01% | 1795 |
|
|
2023
Q2 | $4.71K | Sell |
99
-34
| -26% | -$1.62K | ﹤0.01% | 1750 |
|
|
2023
Q1 | $6.4K | Hold |
133
| – | – | ﹤0.01% | 1554 |
|
|
2022
Q4 | $6.35K | Sell |
133
-85
| -39% | -$4.06K | ﹤0.01% | 1510 |
|
|
2022
Q3 | $9K | Buy |
+218
| New | +$9K | ﹤0.01% | 1173 |
|
|
2022
Q2 | – | Sell |
-163
| Closed | -$10K | – | 1896 |
|
|
2022
Q1 | $10K | Hold |
163
| – | – | ﹤0.01% | 986 |
|
|
2021
Q4 | $10K | Buy |
+163
| New | +$10K | ﹤0.01% | 976 |
|