Belpointe Asset Management’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 |
-568
| Closed | -$23.3K | – | 3207 |
|
2023
Q1 | $23.3K | Buy |
568
+41
| +8% | +$1.68K | ﹤0.01% | 2225 |
|
2022
Q4 | $20.4K | Buy |
+527
| New | +$20.4K | ﹤0.01% | 2169 |
|
2022
Q3 | – | Sell |
-2,482
| Closed | -$114K | – | 1236 |
|
2022
Q2 | $114K | Sell |
2,482
-98
| -4% | -$4.5K | 0.01% | 1062 |
|
2022
Q1 | $148K | Buy |
+2,580
| New | +$148K | 0.01% | 1047 |
|