M&R Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $63.5K | Sell |
1,389
-168
| -11% | -$7.69K | 0.01% | 226 |
|
2024
Q2 | $60.9K | Sell |
1,557
-419
| -21% | -$16.4K | 0.01% | 214 |
|
2024
Q1 | $72.5K | Buy |
1,976
+43
| +2% | +$1.58K | 0.02% | 200 |
|
2023
Q4 | $83.6K | Buy |
1,933
+3
| +0.2% | +$130 | 0.02% | 210 |
|
2023
Q3 | $78K | Buy |
1,930
+129
| +7% | +$5.22K | 0.02% | 206 |
|
2023
Q2 | $85.7K | Buy |
1,801
+4
| +0.2% | +$190 | 0.02% | 201 |
|
2023
Q1 | $86.5K | Buy |
1,797
+1,466
| +443% | +$70.5K | 0.02% | 197 |
|
2022
Q4 | $15.8K | Buy |
331
+31
| +10% | +$1.48K | ﹤0.01% | 315 |
|
2022
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 317 |
|
2022
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 303 |
|
2022
Q1 | $17K | Hold |
300
| – | – | ﹤0.01% | 305 |
|
2021
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 308 |
|
2021
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 311 |
|
2021
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 307 |
|
2021
Q1 | $20K | Hold |
300
| – | – | 0.01% | 288 |
|
2020
Q4 | $19K | Hold |
300
| – | – | ﹤0.01% | 310 |
|
2020
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 322 |
|
2020
Q2 | $23K | Hold |
300
| – | – | 0.01% | 302 |
|
2020
Q1 | $30K | Hold |
300
| – | – | 0.01% | 276 |
|
2019
Q4 | $35K | Hold |
300
| – | – | 0.01% | 292 |
|
2019
Q3 | $30K | Hold |
300
| – | – | 0.01% | 321 |
|
2019
Q2 | $25K | Hold |
300
| – | – | 0.01% | 341 |
|
2019
Q1 | $23K | Hold |
300
| – | – | 0.01% | 347 |
|
2018
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 358 |
|
2018
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 369 |
|
2018
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
2018
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 394 |
|
2017
Q4 | $22K | Hold |
300
| – | – | 0.01% | 377 |
|
2017
Q3 | $22K | Hold |
300
| – | – | 0.01% | 377 |
|
2017
Q2 | $22K | Hold |
300
| – | – | 0.01% | 373 |
|
2017
Q1 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 383 |
|