Alpha Omega Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-432
| Closed | -$19K | – | 528 |
|
|
2019
Q2 | $19K | Hold |
432
| – | – | 0.01% | 376 |
|
|
2019
Q1 | $20K | Hold |
432
| – | – | 0.01% | 349 |
|
|
2018
Q4 | $17K | Sell |
432
-150
| -26% | -$5.9K | 0.01% | 319 |
|
|
2018
Q3 | $24K | Hold |
582
| – | – | 0.01% | 299 |
|
|
2018
Q2 | $22K | Buy |
582
+324
| +126% | +$12.2K | 0.01% | 308 |
|
|
2018
Q1 | $9K | Sell |
258
-1,392
| -84% | -$48.6K | ﹤0.01% | 354 |
|
|
2017
Q4 | $64K | Hold |
1,650
| – | – | 0.03% | 202 |
|
|
2017
Q3 | $63K | Hold |
1,650
| – | – | 0.03% | 211 |
|
|
2017
Q2 | $64K | Hold |
1,650
| – | – | 0.03% | 212 |
|
|
2017
Q1 | $60K | Hold |
1,650
| – | – | 0.03% | 214 |
|
|
2016
Q4 | $60K | Buy |
+1,650
| New | +$60K | 0.03% | 217 |
|