WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-208
| Closed | -$13K | – | 1665 |
|
|
2017
Q1 | $13K | Hold |
208
| – | – | ﹤0.01% | 1011 |
|
|
2016
Q4 | $14K | Hold |
208
| – | – | ﹤0.01% | 1031 |
|
|
2016
Q3 | $13K | Sell |
208
-650
| -76% | -$40.6K | ﹤0.01% | 1056 |
|
|
2016
Q2 | $49K | Hold |
858
| – | – | 0.01% | 690 |
|
|
2016
Q1 | $48K | Hold |
858
| – | – | 0.01% | 676 |
|
|
2015
Q4 | $43K | Hold |
858
| – | – | 0.01% | 708 |
|
|
2015
Q3 | $40K | Hold |
858
| – | – | 0.01% | 710 |
|
|
2015
Q2 | $40K | Hold |
858
| – | – | 0.01% | 790 |
|
|
2015
Q1 | $48K | Sell |
858
-500
| -37% | -$28K | 0.01% | 747 |
|
|
2014
Q4 | $65K | Sell |
1,358
-775
| -36% | -$37.1K | 0.01% | 791 |
|
|
2014
Q3 | $89K | Hold |
2,133
| – | – | 0.02% | 706 |
|
|
2014
Q2 | $93K | Hold |
2,133
| – | – | 0.02% | 685 |
|
|
2014
Q1 | $90K | Buy |
2,133
+120
| +6% | +$5.06K | 0.02% | 676 |
|
|
2013
Q4 | $81K | Hold |
2,013
| – | – | 0.01% | 820 |
|
|
2013
Q3 | $84K | Hold |
2,013
| – | – | 0.01% | 756 |
|
|
2013
Q2 | $87K | Buy |
+2,013
| New | +$87K | 0.01% | 709 |
|