Bogart Wealth LLC’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Sell |
500
-11
| -2% | -$449 | ﹤0.01% | 621 |
|
|
2025
Q1 | $23.1K | Buy |
511
+11
| +2% | +$497 | ﹤0.01% | 554 |
|
|
2024
Q4 | $21.7K | Hold |
500
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $22.7K | Hold |
500
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $20.6K | Hold |
500
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $18.7K | Hold |
500
| – | – | ﹤0.01% | 531 |
|
|
2023
Q4 | $19.1K | Buy |
+500
| New | +$19.1K | ﹤0.01% | 512 |
|