Bank of Marin’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,000
| Closed | -$230K | – | 120 |
|
2023
Q4 | $230K | Hold |
6,000
| – | – | 0.21% | 113 |
|
2023
Q3 | $214K | Hold |
6,000
| – | – | 0.21% | 113 |
|
2023
Q2 | $258K | Hold |
6,000
| – | – | 0.24% | 105 |
|
2023
Q1 | $246K | Hold |
6,000
| – | – | 0.24% | 109 |
|
2022
Q4 | $232K | Hold |
6,000
| – | – | 0.22% | 113 |
|
2022
Q3 | $250K | Hold |
6,000
| – | – | 0.25% | 101 |
|
2022
Q2 | $276K | Hold |
6,000
| – | – | 0.24% | 105 |
|
2022
Q1 | $344K | Hold |
6,000
| – | – | 0.25% | 105 |
|
2021
Q4 | $360K | Hold |
6,000
| – | – | 0.24% | 107 |
|
2021
Q3 | $318K | Hold |
6,000
| – | – | 0.23% | 109 |
|
2021
Q2 | $294K | Hold |
6,000
| – | – | 0.22% | 113 |
|
2021
Q1 | $263K | Hold |
6,000
| – | – | 0.21% | 115 |
|
2020
Q4 | $231K | Buy |
+6,000
| New | +$231K | 0.19% | 119 |
|
2020
Q3 | – | Sell |
-6,000
| Closed | -$224K | – | 117 |
|
2020
Q2 | $224K | Hold |
6,000
| – | – | 0.26% | 105 |
|
2020
Q1 | $219K | Hold |
6,000
| – | – | 0.3% | 105 |
|
2019
Q4 | $280K | Buy |
+6,000
| New | +$280K | 0.28% | 104 |
|