FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,330
| Closed | -$200K | – | 1096 |
|
|
2018
Q1 | $200K | Sell |
3,330
-4
| -0.1% | -$240 | 0.01% | 1122 |
|
|
2017
Q4 | $250K | Sell |
3,334
-44
| -1% | -$3.3K | 0.01% | 1113 |
|
|
2017
Q3 | $255K | Hold |
3,378
| – | – | 0.01% | 1101 |
|
|
2017
Q2 | $269K | Hold |
3,378
| – | – | 0.01% | 1021 |
|
|
2017
Q1 | $218K | Sell |
3,378
-36
| -1% | -$2.32K | 0.01% | 1096 |
|
|
2016
Q4 | $224K | Sell |
3,414
-546
| -14% | -$35.8K | 0.01% | 1049 |
|
|
2016
Q3 | $250K | Sell |
3,960
-152
| -4% | -$9.6K | 0.01% | 824 |
|
|
2016
Q2 | $235K | Sell |
4,112
-290
| -7% | -$16.6K | 0.01% | 800 |
|
|
2016
Q1 | $248K | Sell |
4,402
-181
| -4% | -$10.2K | 0.01% | 802 |
|
|
2015
Q4 | $229K | Sell |
4,583
-132
| -3% | -$6.6K | 0.01% | 790 |
|
|
2015
Q3 | $221K | Buy |
4,715
+240
| +5% | +$11.3K | 0.02% | 693 |
|
|
2015
Q2 | $208K | Sell |
4,475
-1,825
| -29% | -$84.8K | 0.01% | 882 |
|
|
2015
Q1 | $354K | Sell |
6,300
-108
| -2% | -$6.07K | 0.01% | 1133 |
|
|
2014
Q4 | $308K | Sell |
6,408
-5
| -0.1% | -$240 | 0.02% | 705 |
|
|
2014
Q3 | $267K | Sell |
6,413
-75
| -1% | -$3.12K | 0.02% | 824 |
|
|
2014
Q2 | $282K | Hold |
6,488
| – | – | 0.02% | 806 |
|
|
2014
Q1 | $274K | Hold |
6,488
| – | – | 0.02% | 643 |
|
|
2013
Q4 | $260K | Buy |
6,488
+124
| +2% | +$4.97K | 0.03% | 572 |
|
|
2013
Q3 | $266K | Buy |
6,364
+319
| +5% | +$13.3K | 0.03% | 489 |
|
|
2013
Q2 | $261K | Buy |
+6,045
| New | +$261K | 0.03% | 417 |
|