Advance Capital I’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-46,400
| Closed | -$1.2M | – | 220 |
|
|
2014
Q1 | $1.2M | Buy |
46,400
+17,400
| +60% | +$450K | 0.63% | 77 |
|
|
2013
Q4 | $677K | Buy |
29,000
+6,000
| +26% | +$140K | 0.32% | 159 |
|
|
2013
Q3 | $545K | Sell |
23,000
-5,800
| -20% | -$137K | 0.28% | 143 |
|
|
2013
Q2 | $734K | Buy |
+28,800
| New | +$734K | 0.36% | 94 |
|