AssetMark Inc’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7K | Buy |
1,512
+1,004
| +198% | +$41K | ﹤0.01% | 1495 |
|
|
2025
Q1 | $22.9K | Buy |
508
+3
| +0.6% | +$136 | ﹤0.01% | 1673 |
|
|
2024
Q4 | $21.9K | Buy |
+505
| New | +$21.9K | ﹤0.01% | 1629 |
|
|
2024
Q1 | – | Sell |
-29
| Closed | -$1.11K | – | 2125 |
|
|
2023
Q4 | $1.11K | Buy |
+29
| New | +$1.11K | ﹤0.01% | 1621 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$1K | – | 1677 |
|
|
2022
Q1 | $1K | Sell |
16
-198
| -93% | -$12.4K | ﹤0.01% | 1519 |
|
|
2021
Q4 | $13K | Buy |
+214
| New | +$13K | ﹤0.01% | 1125 |
|
|
2021
Q3 | – | Sell |
-63
| Closed | -$3K | – | 1527 |
|
|
2021
Q2 | $3K | Buy |
63
+8
| +15% | +$381 | ﹤0.01% | 1174 |
|
|
2021
Q1 | $2K | Sell |
55
-67
| -55% | -$2.44K | ﹤0.01% | 1203 |
|
|
2020
Q4 | $5K | Sell |
122
-2,241
| -95% | -$91.8K | ﹤0.01% | 1037 |
|
|
2020
Q3 | $77K | Buy |
2,363
+94
| +4% | +$3.06K | ﹤0.01% | 622 |
|
|
2020
Q2 | $85K | Buy |
2,269
+165
| +8% | +$6.18K | ﹤0.01% | 593 |
|
|
2020
Q1 | $77K | Sell |
2,104
-4,875
| -70% | -$178K | ﹤0.01% | 615 |
|
|
2019
Q4 | $326K | Buy |
6,979
+2,484
| +55% | +$116K | ﹤0.01% | 461 |
|
|
2019
Q3 | $218K | Buy |
4,495
+546
| +14% | +$26.5K | ﹤0.01% | 485 |
|
|
2019
Q2 | $177K | Buy |
3,949
+3,929
| +19,645% | +$176K | ﹤0.01% | 490 |
|
|
2019
Q1 | $1K | Buy |
20
+8
| +67% | +$400 | ﹤0.01% | 1287 |
|
|
2018
Q4 | $0 | Sell |
12
-4
| -25% | – | ﹤0.01% | 1540 |
|
|
2018
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1367 |
|
|
2018
Q1 | – | Sell |
-793
| Closed | -$31K | – | 1992 |
|
|
2017
Q4 | $31K | Buy |
793
+771
| +3,505% | +$30.1K | ﹤0.01% | 916 |
|
|
2017
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1409 |
|