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MWM
UHT
Mascoma Wealth Management’s
Universal Health Realty Income Trust
UHT
Stock Holding History
Mascoma Wealth Management’s Portfolio
UHT Stock Details
UHT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-619
Closed
-$26.9K
–
583
2023
Q1
$26.9K
Hold
619
–
–
0.01%
306
2022
Q4
$29.5K
Hold
619
–
–
0.01%
291
2022
Q3
$27K
Hold
619
–
–
0.01%
305
2022
Q2
$33K
Hold
619
–
–
0.01%
294
2022
Q1
$36K
Hold
619
–
–
0.01%
308
2021
Q4
$37K
Hold
619
–
–
0.01%
255
2021
Q3
$34K
Buy
+619
New
+$36.4K
0.01%
241
2021
Q2
–
Sell
-619
Closed
-$42K
–
406
2021
Q1
$42K
Buy
+619
New
+$40.7K
0.02%
225
2019
Q3
–
Sell
-619
Closed
-$53K
–
316
2019
Q2
$53K
Hold
619
–
–
0.03%
158
2019
Q1
$47K
Hold
619
–
–
0.03%
156
2018
Q4
$38K
Hold
619
–
–
0.03%
159
2018
Q3
$46K
Hold
619
–
–
0.03%
165
2018
Q2
$40K
Hold
619
–
–
0.03%
168
2018
Q1
$37K
Hold
619
–
–
0.02%
169
2017
Q4
$40K
Hold
619
–
–
0.02%
159
2017
Q3
$47K
Hold
619
–
–
0.03%
153
2017
Q2
$49K
Hold
619
–
–
0.03%
150
2017
Q1
$40K
Hold
619
–
–
0.03%
158
2016
Q4
$41K
Buy
+619
New
+$37.2K
0.03%
156
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1-Year Est. Return
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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