Advisor Partners’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $211K | Sell |
4,580
-749
| -14% | -$34.5K | 0.01% | 766 |
|
|
2022
Q1 | $306K | Sell |
5,329
-150
| -3% | -$8.61K | 0.02% | 669 |
|
|
2021
Q4 | $329K | Buy |
5,479
+1,139
| +26% | +$68.4K | 0.02% | 643 |
|
|
2021
Q3 | $230K | Buy |
+4,340
| New | +$230K | 0.02% | 723 |
|
|
2020
Q2 | – | Sell |
-8,326
| Closed | -$304K | – | 710 |
|
|
2020
Q1 | $304K | Buy |
8,326
+2,821
| +51% | +$103K | 0.04% | 437 |
|
|
2019
Q4 | $258K | Buy |
5,505
+842
| +18% | +$39.5K | 0.03% | 536 |
|
|
2019
Q3 | $226K | Buy |
+4,663
| New | +$226K | 0.03% | 583 |
|
|
2018
Q1 | – | Sell |
-6,997
| Closed | -$252K | – | 603 |
|
|
2017
Q4 | $252K | Buy |
6,997
+93
| +1% | +$3.35K | 0.05% | 456 |
|
|
2017
Q3 | $263K | Buy |
6,904
+51
| +0.7% | +$1.94K | 0.05% | 385 |
|
|
2017
Q2 | $267K | Buy |
6,853
+302
| +5% | +$11.8K | 0.06% | 365 |
|
|
2017
Q1 | $238K | Buy |
+6,551
| New | +$238K | 0.06% | 376 |
|