Genesee Valley Trust’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,670
| Closed | -$208K | – | 254 |
|
|
2016
Q1 | $208K | Buy |
+1,670
| New | +$208K | 0.14% | 207 |
|
|
2015
Q4 | – | Sell |
-1,734
| Closed | -$216K | – | 253 |
|
|
2015
Q3 | $216K | Sell |
1,734
-8
| -0.5% | -$997 | 0.14% | 208 |
|
|
2015
Q2 | $248K | Sell |
1,742
-364
| -17% | -$51.8K | 0.16% | 210 |
|
|
2015
Q1 | $248K | Hold |
2,106
| – | – | 0.15% | 219 |
|
|
2014
Q4 | $234K | Buy |
+2,106
| New | +$234K | 0.15% | 216 |
|
|
2014
Q3 | – | Sell |
-2,616
| Closed | -$251K | – | 318 |
|
|
2014
Q2 | $251K | Sell |
2,616
-941
| -26% | -$90.3K | 0.15% | 240 |
|
|
2014
Q1 | $292K | Buy |
3,557
+657
| +23% | +$53.9K | 0.18% | 181 |
|
|
2013
Q4 | $236K | Buy |
+2,900
| New | +$236K | 0.16% | 237 |
|