Mascoma Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-619
| Closed | -$26.9K | – | 670 |
|
|
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 | +$34K | 0.01% | 241 |
|
|
2021
Q2 | – | Sell |
-619
| Closed | -$42K | – | 406 |
|
|
2021
Q1 | $42K | Buy |
+619
| New | +$42K | 0.02% | 225 |
|
|
2019
Q3 | – | Sell |
-619
| Closed | -$53K | – | 319 |
|
|
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 | +$41K | 0.03% | 156 |
|