Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,786
| Closed | -$228K | – | 210 |
|
|
2022
Q4 | $228K | Buy |
4,786
+1
| +0% | +$48 | 0.16% | 158 |
|
|
2022
Q3 | $207K | Sell |
4,785
-210
| -4% | -$9.09K | 0.16% | 154 |
|
|
2022
Q2 | $266K | Sell |
4,995
-62
| -1% | -$3.3K | 0.19% | 135 |
|
|
2022
Q1 | $295K | Sell |
5,057
-308
| -6% | -$18K | 0.19% | 142 |
|
|
2021
Q4 | $319K | Sell |
5,365
-418
| -7% | -$24.9K | 0.2% | 132 |
|
|
2021
Q3 | $340K | Buy |
+5,783
| New | +$340K | 0.22% | 124 |
|