WP
UHT

WealthPLAN Partners’s Universal Health Realty Income Trust UHT Stock Holding History

WealthPLAN Partners’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-75
Closed -$4.87K – 409
2017
Q1 		$4.87K Buy
+75
New +$4.75K 0.02% 351
2016
Q3 		$4.56K Sell
75
-265
-78% -$16K ﹤0.01% 730
2016
Q2 		$9.73K Buy
+340
New +$18.8K ﹤0.01% 1755

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ACM
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Northern Trust
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Bank of New York Mellon
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Dimensional Fund Advisors
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Norges Bank
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Geode Capital Management
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