Independent Order of Foresters’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,487
| Closed | -$270K | – | 124 |
|
|
2014
Q3 | $270K | Sell |
6,487
-6,100
| -48% | -$254K | 0.27% | 77 |
|
|
2014
Q2 | $546K | Hold |
12,587
| – | – | 0.49% | 52 |
|
|
2014
Q1 | $532K | Hold |
12,587
| – | – | 0.49% | 50 |
|
|
2013
Q4 | $504K | Hold |
12,587
| – | – | 0.5% | 53 |
|
|
2013
Q3 | $527K | Hold |
12,587
| – | – | 0.52% | 55 |
|
|
2013
Q2 | $542K | Buy |
+12,587
| New | +$542K | 0.55% | 53 |
|