Capital Advisors Ltd’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
19
-3
| -14% | -$158 | ﹤0.01% | 1281 |
|
|
2025
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1303 |
|
|
2024
Q2 | $1K | Buy |
22
+5
| +29% | +$227 | ﹤0.01% | 1304 |
|
|
2024
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1283 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1493 |
|
|
2023
Q3 | $4K | Buy |
100
+31
| +45% | +$1.24K | ﹤0.01% | 900 |
|
|
2023
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 971 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$1K | – | 1534 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 910 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$1K | – | 1210 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 757 |
|