BWA
Burt Wealth Advisors’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Hold |
0
| – | – | – | 398 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 245 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 253 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 389 |
|
|
2017
Q3 | – | Sell |
-568
| Closed | -$22K | – | 226 |
|
|
2017
Q2 | $22K | Hold |
568
| – | – | 0.02% | 248 |
|
|
2017
Q1 | $21K | Hold |
568
| – | – | 0.02% | 222 |
|
|
2016
Q4 | $21K | Hold |
568
| – | – | 0.02% | 230 |
|
|
2016
Q3 | $20K | Hold |
568
| – | – | 0.02% | 222 |
|
|
2016
Q2 | $20K | Hold |
568
| – | – | 0.02% | 215 |
|
|
2016
Q1 | $22K | Hold |
568
| – | – | 0.02% | 240 |
|
|
2015
Q4 | $21K | Hold |
568
| – | – | 0.02% | 203 |
|
|
2015
Q3 | $19K | Hold |
568
| – | – | 0.02% | 189 |
|
|
2015
Q2 | $18K | Hold |
568
| – | – | 0.02% | 219 |
|
|
2015
Q1 | $19K | Hold |
568
| – | – | 0.02% | 197 |
|
|
2014
Q4 | $18K | Buy |
+568
| New | +$18K | 0.02% | 196 |
|