Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$57K | – | 1486 |
|
|
2020
Q3 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 806 |
|
|
2020
Q2 | $79K | Hold |
1,000
| – | – | ﹤0.01% | 715 |
|
|
2020
Q1 | $101K | Hold |
1,000
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $117K | Buy |
+1,000
| New | +$117K | ﹤0.01% | 667 |
|
|
2015
Q2 | – | Sell |
-140
| Closed | -$8K | – | 1285 |
|
|
2015
Q1 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 1054 |
|
|
2013
Q4 | – | Sell |
-19,820
| Closed | -$830K | – | 1100 |
|
|
2013
Q3 | $830K | Hold |
19,820
| – | – | 0.04% | 265 |
|
|
2013
Q2 | $855K | Buy |
+19,820
| New | +$855K | 0.05% | 243 |
|