Advantage Investment Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-250
| Closed | -$1K | – | 982 |
|
|
2016
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 856 |
|
|
2015
Q4 | $3K | Sell |
250
-250
| -50% | -$3K | ﹤0.01% | 763 |
|
|
2015
Q3 | $9K | Hold |
500
| – | – | 0.01% | 571 |
|
|
2015
Q2 | $9K | Sell |
500
-1,500
| -75% | -$27K | ﹤0.01% | 625 |
|
|
2015
Q1 | $35K | Buy |
+2,000
| New | +$35K | 0.02% | 380 |
|