Berman Capital Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $81K | Buy |
1,551
+473
| +44% | +$24.7K | 0.01% | 507 |
|
|
2021
Q2 | $52K | Buy |
1,078
+143
| +15% | +$6.9K | 0.01% | 560 |
|
|
2021
Q1 | $40K | Buy |
935
+822
| +727% | +$35.2K | 0.01% | 567 |
|
|
2020
Q4 | $4K | Sell |
113
-766
| -87% | -$27.1K | ﹤0.01% | 1244 |
|
|
2020
Q3 | $28K | Buy |
879
+368
| +72% | +$11.7K | 0.01% | 497 |
|
|
2020
Q2 | $18K | Buy |
511
+85
| +20% | +$2.99K | ﹤0.01% | 581 |
|
|
2020
Q1 | $14K | Buy |
426
+102
| +31% | +$3.35K | ﹤0.01% | 589 |
|
|
2019
Q4 | $15K | Sell |
324
-16
| -5% | -$741 | ﹤0.01% | 622 |
|
|
2019
Q3 | $16K | Hold |
340
| – | – | 0.01% | 574 |
|
|
2019
Q2 | $15K | Buy |
340
+16
| +5% | +$706 | ﹤0.01% | 600 |
|
|
2019
Q1 | $14K | Buy |
324
+93
| +40% | +$4.02K | ﹤0.01% | 561 |
|
|
2018
Q4 | $9K | Buy |
+231
| New | +$9K | ﹤0.01% | 536 |
|