IAS
UHT
IMA Advisory Services’s Universal Health Realty Income Trust UHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,650
| Closed | -$126K | – | 340 |
|
|
2022
Q4 | $126K | Hold |
2,650
| – | – | 0.03% | 151 |
|
|
2022
Q3 | $115K | Hold |
2,650
| – | – | 0.03% | 152 |
|
|
2022
Q2 | $141K | Hold |
2,650
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $155K | Hold |
2,650
| – | – | 0.04% | 130 |
|
|
2021
Q4 | $158K | Hold |
2,650
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $146K | Hold |
2,650
| – | – | 0.03% | 131 |
|
|
2021
Q2 | $163K | Hold |
2,650
| – | – | 0.04% | 129 |
|
|
2021
Q1 | $180K | Hold |
2,650
| – | – | 0.04% | 123 |
|
|
2020
Q4 | $170K | Hold |
2,650
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $151K | Hold |
2,650
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $211K | Hold |
2,650
| – | – | 0.08% | 111 |
|
|
2020
Q1 | $267K | Hold |
2,650
| – | – | 0.12% | 98 |
|
|
2019
Q4 | $311K | Hold |
2,650
| – | – | 0.12% | 94 |
|
|
2019
Q3 | $272K | Sell |
2,650
-66
| -2% | -$6.77K | 0.1% | 96 |
|
|
2019
Q2 | $231K | Sell |
2,716
-209
| -7% | -$17.8K | 0.09% | 99 |
|
|
2019
Q1 | $221K | Buy |
2,925
+66
| +2% | +$4.99K | 0.09% | 98 |
|
|
2018
Q4 | $175K | Sell |
2,859
-71
| -2% | -$4.35K | 0.08% | 108 |
|
|
2018
Q3 | $218K | Hold |
2,930
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $187K | Buy |
+2,930
| New | +$187K | 0.08% | 109 |
|
|
2018
Q1 | – | Sell |
-2,930
| Closed | -$220K | – | 123 |
|
|
2017
Q4 | $220K | Sell |
2,930
-300
| -9% | -$22.5K | 0.1% | 116 |
|
|
2017
Q3 | $244K | Sell |
3,230
-100
| -3% | -$7.55K | 0.11% | 118 |
|
|
2017
Q2 | $265K | Hold |
3,330
| – | – | 0.13% | 124 |
|
|
2017
Q1 | $215K | Buy |
+3,330
| New | +$215K | 0.11% | 131 |
|
|
2015
Q3 | – | Sell |
-2,650
| Closed | -$123K | – | 169 |
|
|
2015
Q2 | $123K | Buy |
+2,650
| New | +$123K | 0.06% | 170 |
|