Fortis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,000
| Closed | -$303K | – | 173 |
|
|
2023
Q4 | $303K | Hold |
7,000
| – | – | 0.16% | 88 |
|
|
2023
Q3 | $283K | Hold |
7,000
| – | – | 0.18% | 80 |
|
|
2023
Q2 | $333K | Sell |
7,000
-525
| -7% | -$25K | 0.2% | 70 |
|
|
2023
Q1 | $362K | Buy |
7,525
+3,025
| +67% | +$146K | 0.19% | 70 |
|
|
2022
Q4 | $215K | Buy |
+4,500
| New | +$215K | 0.13% | 112 |
|