Carson Wealth (CWM LLC)’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $141K | Sell |
|
|||||
|
2025
Q2 | $237K | Buy |
|
|||||
|
2025
Q1 | $175K | Buy |
|
|||||
|
2024
Q4 | $160K | Sell |
|
|||||
|
2024
Q3 | $172K | Buy |
|
|||||
|
2024
Q2 | $142K | Sell |
|
|||||
|
2024
Q1 | $153K | Buy |
|
|||||
|
2023
Q4 | $149K | Sell |
|
|||||
|
2023
Q3 | $176K | Buy |
|
|||||
|
2023
Q2 | $208K | Sell |
|
|||||
|
2023
Q1 | $200K | Buy |
|
|||||
|
2022
Q4 | $161K | Buy |
|
|||||
|
2022
Q3 | $102K | Buy |
|
|||||
|
2022
Q2 | $86K | Buy |
|
|||||
|
2022
Q1 | $106K | Buy |
|
|||||
|
2021
Q4 | $76K | Buy |
|
|||||
|
2021
Q2 | $49K | Hold |
|
|||||
|
2021
Q1 | $49K | Hold |
|
|||||
|
2020
Q4 | $49K | Hold |
|
|||||
|
2020
Q3 | $49K | Hold |
|
|||||
|
2020
Q2 | $49K | Hold |
|
|||||
|
2020
Q1 | $49K | Hold |
|
|||||
|
2019
Q4 | $49K | Hold |
|
|||||
|
2019
Q3 | $49K | Hold |
|
|||||
|
2019
Q2 | $49K | Hold |
|
|||||
|
2019
Q1 | $49K | Buy |
|
|||||
|
2018
Q4 | $6K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $35K | Buy |
|
|||||
|
2017
Q3 | $34K | Buy |
|