Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$26K | – | 947 |
|
|
2020
Q4 | $26K | Hold |
400
| – | – | 0.01% | 589 |
|
|
2020
Q3 | $23K | Hold |
400
| – | – | 0.01% | 585 |
|
|
2020
Q2 | $32K | Hold |
400
| – | – | 0.01% | 522 |
|
|
2020
Q1 | $40K | Hold |
400
| – | – | 0.02% | 466 |
|
|
2019
Q4 | $47K | Hold |
400
| – | – | 0.01% | 526 |
|
|
2019
Q3 | $41K | Hold |
400
| – | – | 0.01% | 546 |
|
|
2019
Q2 | $34K | Hold |
400
| – | – | 0.01% | 591 |
|
|
2019
Q1 | $30K | Hold |
400
| – | – | 0.01% | 620 |
|
|
2018
Q4 | $25K | Sell |
400
-500
| -56% | -$31.3K | 0.01% | 610 |
|
|
2018
Q3 | $67K | Hold |
900
| – | – | 0.02% | 479 |
|
|
2018
Q2 | $58K | Hold |
900
| – | – | 0.02% | 503 |
|
|
2018
Q1 | $54K | Buy |
+900
| New | +$54K | 0.02% | 515 |
|