Janney Montgomery Scott’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
Q4 | – | Sell |
-11,625
| Closed | -$470K | – | 2758 |
|
|
2023
Q3 | $470K | Sell |
11,625
-89
| -0.8% | -$3.6K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $557K | Buy |
+11,714
| New | +$557K | ﹤0.01% | 1780 |
|
|
2023
Q1 | – | Sell |
-11,625
| Closed | -$555K | – | 2693 |
|
|
2022
Q4 | $555K | Hold |
11,625
| – | – | ﹤0.01% | 1706 |
|
|
2022
Q3 | $502K | Buy |
+11,625
| New | +$502K | ﹤0.01% | 1697 |
|
|
2021
Q1 | – | Sell |
-20,138
| Closed | -$1.29M | – | 2376 |
|
|
2020
Q4 | $1.29M | Sell |
20,138
-153
| -0.8% | -$9.83K | 0.01% | 1060 |
|
|
2020
Q3 | $1.16M | Sell |
20,291
-2,905
| -13% | -$166K | 0.01% | 1031 |
|
|
2020
Q2 | $1.84M | Buy |
23,196
+1
| +0% | +$79 | 0.01% | 788 |
|
|
2020
Q1 | $2.34M | Buy |
+23,195
| New | +$2.34M | 0.02% | 635 |
|
|
2018
Q1 | – | Sell |
-5,448
| Closed | -$409K | – | 2011 |
|
|
2017
Q4 | $409K | Sell |
5,448
-30
| -0.5% | -$2.25K | ﹤0.01% | 1420 |
|
|
2017
Q3 | $414K | Buy |
+5,478
| New | +$414K | ﹤0.01% | 1351 |
|