Avantax Advisory Services’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
9,380
+1,552
| +20% | +$63.4K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $354K | Buy |
7,828
+802
| +11% | +$36.2K | ﹤0.01% | 1720 |
|
|
2024
Q4 | $305K | Buy |
7,026
+627
| +10% | +$27.2K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $290K | Buy |
6,399
+445
| +7% | +$20.2K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $245K | Buy |
+5,954
| New | +$245K | ﹤0.01% | 1826 |
|