Ballentine Partners’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,859
| Closed | -$241K | – | 635 |
|
|
2023
Q1 | $241K | Buy |
+5,859
| New | +$241K | 0.01% | 469 |
|
|
2022
Q4 | – | Sell |
-4,828
| Closed | -$201K | – | 532 |
|
|
2022
Q3 | $201K | Buy |
+4,828
| New | +$201K | 0.01% | 438 |
|
|
2022
Q2 | – | Sell |
-3,977
| Closed | -$228K | – | 483 |
|
|
2022
Q1 | $228K | Buy |
3,977
+72
| +2% | +$4.13K | 0.01% | 414 |
|
|
2021
Q4 | $234K | Sell |
3,905
-10
| -0.3% | -$599 | 0.01% | 417 |
|
|
2021
Q3 | $208K | Buy |
+3,915
| New | +$208K | 0.01% | 392 |
|
|
2019
Q4 | – | Sell |
-4,225
| Closed | -$205K | – | 415 |
|
|
2019
Q3 | $205K | Buy |
+4,225
| New | +$205K | 0.01% | 369 |
|