Addison Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Buy |
2,161
+55
| +3% | +$2.25K | 0.02% | 320 |
|
|
2025
Q1 | $95.1K | Buy |
2,106
+9
| +0.4% | +$407 | 0.03% | 307 |
|
|
2024
Q4 | $91K | Sell |
2,097
-1
| -0% | -$43 | 0.03% | 315 |
|
|
2024
Q3 | $95.1K | Sell |
2,098
-4
| -0.2% | -$181 | 0.03% | 312 |
|
|
2024
Q2 | $86.5K | Buy |
2,102
+190
| +10% | +$7.82K | 0.03% | 308 |
|
|
2024
Q1 | $71.5K | Buy |
1,912
+181
| +10% | +$6.77K | 0.02% | 320 |
|
|
2023
Q4 | $66.3K | Buy |
1,731
+600
| +53% | +$23K | 0.03% | 319 |
|
|
2023
Q3 | $40.3K | Buy |
1,131
+136
| +14% | +$4.85K | 0.02% | 353 |
|
|
2023
Q2 | $42.7K | Buy |
995
+130
| +15% | +$5.59K | 0.02% | 340 |
|
|
2023
Q1 | $35.5K | Buy |
865
+144
| +20% | +$5.91K | 0.02% | 335 |
|
|
2022
Q4 | $27.9K | Buy |
721
+110
| +18% | +$4.26K | 0.02% | 342 |
|
|
2022
Q3 | $25K | Buy |
611
+605
| +10,083% | +$24.8K | 0.02% | 332 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 719 |
|