Carolinas Wealth Consulting’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$678 | – | 878 |
|
|
2025
Q1 | $678 | Hold |
15
| – | – | ﹤0.01% | 944 |
|
|
2024
Q4 | $652 | Hold |
15
| – | – | ﹤0.01% | 983 |
|
|
2024
Q3 | $681 | Buy |
15
+10
| +200% | +$454 | ﹤0.01% | 976 |
|
|
2024
Q2 | $206 | Hold |
5
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q1 | $187 | Buy |
+5
| New | +$187 | ﹤0.01% | 1023 |
|
|
2021
Q1 | – | Sell |
-54
| Closed | -$2K | – | 1005 |
|
|
2020
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $2K | Sell |
54
-29
| -35% | -$1.07K | ﹤0.01% | 754 |
|
|
2020
Q2 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 469 |
|