TWPM
UHT

Total Wealth Planning & Management’s Universal Health Realty Income Trust UHT Stock Holding History

Total Wealth Planning & Management’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$450K Sell
11,266
-84
-0.7% -$3.36K 0.36% 92
2025
Q1 		$465K Buy
+11,350
New +$465K 0.44% 70