Arax Advisory Partners’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.6K | Buy |
307
+58
| +23% | +$2.95K | ﹤0.01% | 1770 |
|
2025
Q1 | $11.2K | Buy |
249
+117
| +89% | +$5.29K | ﹤0.01% | 1525 |
|
2024
Q4 | $5.73K | Hold |
132
| – | – | ﹤0.01% | 1689 |
|
2024
Q3 | $5.99K | Hold |
132
| – | – | ﹤0.01% | 1641 |
|
2024
Q2 | $5.43K | Buy |
+132
| New | +$5.43K | ﹤0.01% | 1563 |
|
2024
Q1 | – | Sell |
-31
| Closed | -$1.19K | – | 1395 |
|
2023
Q4 | $1.19K | Buy |
31
+14
| +82% | +$536 | ﹤0.01% | 1110 |
|
2023
Q3 | $607 | Sell |
17
-9
| -35% | -$321 | ﹤0.01% | 1218 |
|
2023
Q2 | $1.12K | Buy |
+26
| New | +$1.12K | ﹤0.01% | 1096 |
|
2020
Q4 | – | Sell |
-530
| Closed | -$17K | – | 763 |
|
2020
Q3 | $17K | Buy |
530
+5
| +1% | +$160 | ﹤0.01% | 488 |
|
2020
Q2 | $20K | Hold |
525
| – | – | ﹤0.01% | 473 |
|
2020
Q1 | $19K | Buy |
+525
| New | +$19K | ﹤0.01% | 465 |
|
2018
Q3 | – | Sell |
-725
| Closed | -$27K | – | 732 |
|
2018
Q2 | $27K | Buy |
725
+73
| +11% | +$2.72K | 0.01% | 275 |
|
2018
Q1 | $23K | Buy |
652
+610
| +1,452% | +$21.5K | 0.01% | 273 |
|
2017
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 458 |
|
2017
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 457 |
|
2017
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 470 |
|
2017
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 519 |
|
2016
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 491 |
|