Advisors Asset Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,673
| Closed | -$24K | – | 1893 |
|
|
2016
Q3 | $24K | Hold |
7,673
| – | – | ﹤0.01% | 1773 |
|
|
2016
Q2 | $24K | Hold |
7,673
| – | – | ﹤0.01% | 1786 |
|
|
2016
Q1 | $24K | Buy |
7,673
+1,238
| +19% | +$3.87K | ﹤0.01% | 1721 |
|
|
2015
Q4 | $71K | Buy |
6,435
+3,843
| +148% | +$42.4K | ﹤0.01% | 1636 |
|
|
2015
Q3 | $46K | Buy |
+2,592
| New | +$46K | ﹤0.01% | 1726 |
|