Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,698
| Closed | -$129K | – | 577 |
|
|
2019
Q1 | $129K | Hold |
1,698
| – | – | 0.05% | 197 |
|
|
2018
Q4 | $104K | Hold |
1,698
| – | – | 0.04% | 220 |
|
|
2018
Q3 | $111K | Hold |
1,698
| – | – | 0.05% | 207 |
|
|
2018
Q2 | $109K | Hold |
1,698
| – | – | 0.04% | 216 |
|
|
2018
Q1 | $102K | Hold |
1,698
| – | – | 0.04% | 221 |
|
|
2017
Q4 | $128K | Hold |
1,698
| – | – | 0.05% | 208 |
|
|
2017
Q3 | $128K | Hold |
1,698
| – | – | 0.05% | 235 |
|
|
2017
Q2 | $135K | Hold |
1,698
| – | – | 0.06% | 223 |
|
|
2017
Q1 | $110K | Hold |
1,698
| – | – | 0.05% | 244 |
|
|
2016
Q4 | $111K | Hold |
1,698
| – | – | 0.05% | 248 |
|
|
2016
Q3 | $107K | Sell |
1,698
-1
| -0.1% | -$63 | 0.05% | 255 |
|
|
2016
Q2 | $98K | Buy |
1,699
+1
| +0.1% | +$58 | 0.05% | 254 |
|
|
2016
Q1 | $95K | Hold |
1,698
| – | – | 0.05% | 251 |
|
|
2015
Q4 | $84K | Buy |
+1,698
| New | +$84K | 0.04% | 243 |
|