Rockefeller Financial Services’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,031
| Closed | -$126K | – | 538 |
|
|
2017
Q2 | $126K | Hold |
1,031
| – | – | ﹤0.01% | 327 |
|
|
2017
Q1 | $128K | Sell |
1,031
-90
| -8% | -$11.2K | ﹤0.01% | 338 |
|
|
2016
Q4 | $119K | Sell |
1,121
-722
| -39% | -$76.6K | ﹤0.01% | 365 |
|
|
2016
Q3 | $227K | Hold |
1,843
| – | – | ﹤0.01% | 300 |
|
|
2016
Q2 | $247K | Buy |
1,843
+1,801
| +4,288% | +$241K | ﹤0.01% | 306 |
|
|
2016
Q1 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 570 |
|
|
2014
Q3 | – | Sell |
-12
| Closed | -$1K | – | 584 |
|
|
2014
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 594 |
|