BerganKDV Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23
| Closed | -$1K | – | 1109 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 933 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 940 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 965 |
|
|
2021
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 953 |
|
|
2021
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 900 |
|
|
2020
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 904 |
|
|
2020
Q3 | – | Sell |
-102
| Closed | -$4K | – | 1004 |
|
|
2020
Q2 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 673 |
|