Capstone Investment Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,790
| Closed | -$251K | – | 844 |
|
|
2024
Q4 | $251K | Buy |
5,790
+857
| +17% | +$37.2K | ﹤0.01% | 634 |
|
|
2024
Q3 | $224K | Sell |
4,933
-283
| -5% | -$12.8K | ﹤0.01% | 645 |
|
|
2024
Q2 | $215K | Sell |
5,216
-184
| -3% | -$7.57K | ﹤0.01% | 889 |
|
|
2024
Q1 | $202K | Buy |
+5,400
| New | +$202K | ﹤0.01% | 1171 |
|
|
2023
Q4 | – | Sell |
-3,816
| Closed | -$136K | – | 1397 |
|
|
2023
Q3 | $136K | Buy |
+3,816
| New | +$136K | ﹤0.01% | 998 |
|
|
2023
Q1 | – | Sell |
-2,523
| Closed | -$97.7K | – | 734 |
|
|
2022
Q4 | $97.7K | Buy |
+2,523
| New | +$97.7K | ﹤0.01% | 589 |
|
|
2022
Q2 | – | Sell |
-3,620
| Closed | -$208K | – | 1142 |
|
|
2022
Q1 | $208K | Buy |
3,620
+2,790
| +336% | +$160K | ﹤0.01% | 643 |
|
|
2021
Q4 | $50K | Buy |
830
+726
| +698% | +$43.7K | ﹤0.01% | 664 |
|
|
2021
Q3 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 903 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1025 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$1K | – | 971 |
|
|
2020
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 553 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 601 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 564 |
|
|
2020
Q1 | – | Sell |
-2,246
| Closed | -$105K | – | 543 |
|
|
2019
Q4 | $105K | Buy |
+2,246
| New | +$105K | ﹤0.01% | 371 |
|
|
2019
Q3 | – | Sell |
-1,360
| Closed | -$61K | – | 581 |
|
|
2019
Q2 | $61K | Buy |
+1,360
| New | +$61K | ﹤0.01% | 400 |
|