American Investment Services’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,530
| Closed | -$212K | – | 126 |
|
|
2021
Q4 | $212K | Buy |
+3,530
| New | +$212K | 0.05% | 120 |
|
|
2021
Q1 | – | Sell |
-5,691
| Closed | -$219K | – | 143 |
|
|
2020
Q4 | $219K | Buy |
+5,691
| New | +$219K | 0.07% | 133 |
|
|
2020
Q3 | – | Sell |
-5,691
| Closed | -$213K | – | 137 |
|
|
2020
Q2 | $213K | Hold |
5,691
| – | – | 0.07% | 130 |
|
|
2020
Q1 | $208K | Hold |
5,691
| – | – | 0.08% | 130 |
|
|
2019
Q4 | $266K | Hold |
5,691
| – | – | 0.08% | 124 |
|
|
2019
Q3 | $276K | Sell |
5,691
-66
| -1% | -$3.2K | 0.09% | 117 |
|
|
2019
Q2 | $258K | Buy |
+5,757
| New | +$258K | 0.08% | 122 |
|
|
2016
Q1 | – | Hold |
0
| – | -$293K | – | 88 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 74 |
|