NFP Retirement Inc’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
Q3 | – | Sell |
-4,506
| Closed | -$214K | – | 234 |
|
|
2023
Q2 | $214K | Buy |
4,506
+12
| +0.3% | +$571 | 0.04% | 215 |
|
|
2023
Q1 | $216K | Buy |
4,494
+13
| +0.3% | +$625 | 0.04% | 220 |
|
|
2022
Q4 | $214K | Buy |
+4,481
| New | +$214K | 0.05% | 221 |
|
|
2022
Q3 | – | Sell |
-4,492
| Closed | -$239K | – | 235 |
|
|
2022
Q2 | $239K | Sell |
4,492
-187
| -4% | -$9.95K | 0.06% | 204 |
|
|
2022
Q1 | $273K | Hold |
4,679
| – | – | 0.06% | 185 |
|
|
2021
Q4 | $278K | Buy |
4,679
+69
| +1% | +$4.1K | 0.1% | 121 |
|
|
2021
Q3 | $255K | Buy |
4,610
+16
| +0.3% | +$885 | 0.1% | 116 |
|
|
2021
Q2 | $283K | Buy |
4,594
+17
| +0.4% | +$1.05K | 0.11% | 113 |
|
|
2021
Q1 | $310K | Sell |
4,577
-906
| -17% | -$61.4K | 0.13% | 100 |
|
|
2020
Q4 | $352K | Buy |
5,483
+12
| +0.2% | +$771 | 0.22% | 82 |
|
|
2020
Q3 | $312K | Buy |
5,471
+8
| +0.1% | +$456 | 0.21% | 75 |
|
|
2020
Q2 | $434K | Sell |
5,463
-1,486
| -21% | -$118K | 0.32% | 58 |
|
|
2020
Q1 | $701K | Sell |
6,949
-656
| -9% | -$66.1K | 0.69% | 39 |
|
|
2019
Q4 | $878K | Buy |
+7,605
| New | +$878K | 0.82% | 38 |
|