Annis Gardner Whiting Capital Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Buy |
756
+8
| +1% | +$327 | 0.01% | 487 |
|
|
2025
Q1 | $33.8K | Buy |
748
+27
| +4% | +$1.22K | 0.01% | 388 |
|
|
2024
Q4 | $31.3K | Buy |
721
+38
| +6% | +$1.65K | 0.01% | 393 |
|
|
2024
Q3 | $31K | Hold |
683
| – | – | 0.01% | 412 |
|
|
2024
Q2 | $28.1K | Buy |
683
+27
| +4% | +$1.11K | 0.01% | 497 |
|
|
2024
Q1 | $24.5K | Buy |
656
+61
| +10% | +$2.28K | 0.01% | 506 |
|
|
2023
Q4 | $22.8K | Buy |
595
+55
| +10% | +$2.11K | 0.01% | 382 |
|
|
2023
Q3 | $19.3K | Buy |
+540
| New | +$19.3K | 0.01% | 393 |
|