Cape Investment Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$2.27K | – | 1160 |
|
|
2024
Q3 | $2.27K | Hold |
50
| – | – | ﹤0.01% | 809 |
|
|
2024
Q2 | $2.06K | Hold |
50
| – | – | ﹤0.01% | 782 |
|
|
2024
Q1 | $1.87K | Hold |
50
| – | – | ﹤0.01% | 777 |
|
|
2023
Q4 | $1.92K | Hold |
50
| – | – | ﹤0.01% | 932 |
|
|
2023
Q3 | $1.78K | Hold |
50
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $2.15K | Hold |
50
| – | – | ﹤0.01% | 765 |
|
|
2023
Q1 | $2.05K | Buy |
+50
| New | +$2.05K | ﹤0.01% | 805 |
|