LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-310
| Closed | -$11.5K | – | 702 |
|
|
2024
Q4 | $11.5K | Hold |
310
| – | – | 0.03% | 412 |
|
|
2024
Q3 | $14.2K | Hold |
310
| – | – | 0.04% | 349 |
|
|
2024
Q2 | $12.1K | Sell |
310
-60
| -16% | -$2.35K | 0.03% | 424 |
|
|
2024
Q1 | $13.6K | Buy |
370
+310
| +517% | +$11.4K | 0.02% | 440 |
|
|
2023
Q4 | $2.6K | Sell |
60
-23
| -28% | -$995 | ﹤0.01% | 767 |
|
|
2023
Q3 | $3.36K | Buy |
+83
| New | +$3.36K | ﹤0.01% | 702 |
|