Carlson Capital’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-107,862
| Closed | -$3.85M | – | 160 |
|
|
2023
Q3 | $3.85M | Sell |
107,862
-2,438
| -2% | -$87K | 0.3% | 84 |
|
|
2023
Q2 | $4.74M | Buy |
+110,300
| New | +$4.74M | 0.41% | 70 |
|
|
2020
Q4 | – | Sell |
-358,350
| Closed | -$11.7M | – | 199 |
|
|
2020
Q3 | $11.7M | Buy |
358,350
+112,100
| +46% | +$3.66M | 0.34% | 95 |
|
|
2020
Q2 | $9.21M | Sell |
246,250
-226,750
| -48% | -$8.48M | 0.25% | 109 |
|
|
2020
Q1 | $17.3M | Buy |
+473,000
| New | +$17.3M | 0.46% | 58 |
|
|
2014
Q2 | – | Sell |
-889,452
| Closed | -$23M | – | 384 |
|
|
2014
Q1 | $23M | Buy |
889,452
+398,240
| +81% | +$10.3M | 0.27% | 131 |
|
|
2013
Q4 | $11.5M | Sell |
491,212
-334,230
| -40% | -$7.8M | 0.13% | 212 |
|
|
2013
Q3 | $19.6M | Buy |
825,442
+618,830
| +300% | +$14.7M | 0.26% | 134 |
|
|
2013
Q2 | $5.27M | Buy |
+206,612
| New | +$5.27M | 0.06% | 246 |
|