Carson Wealth (CWM LLC)’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
5,806
+1,941
| +50% | +$79.2K | ﹤0.01% | 2027 |
|
|
2025
Q1 | $175K | Buy |
3,865
+181
| +5% | +$8.2K | ﹤0.01% | 2018 |
|
|
2024
Q4 | $160K | Sell |
3,684
-118
| -3% | -$5.13K | ﹤0.01% | 1975 |
|
|
2024
Q3 | $172K | Buy |
3,802
+347
| +10% | +$15.7K | ﹤0.01% | 1837 |
|
|
2024
Q2 | $142K | Sell |
3,455
-634
| -16% | -$26.1K | ﹤0.01% | 1768 |
|
|
2024
Q1 | $153K | Buy |
4,089
+194
| +5% | +$7.26K | ﹤0.01% | 1648 |
|
|
2023
Q4 | $149K | Sell |
3,895
-1,032
| -21% | -$39.5K | ﹤0.01% | 1554 |
|
|
2023
Q3 | $176K | Buy |
4,927
+74
| +2% | +$2.64K | ﹤0.01% | 1353 |
|
|
2023
Q2 | $208K | Sell |
4,853
-28
| -0.6% | -$1.2K | ﹤0.01% | 1232 |
|
|
2023
Q1 | $200K | Buy |
4,881
+722
| +17% | +$29.6K | ﹤0.01% | 1199 |
|
|
2022
Q4 | $161K | Buy |
4,159
+1,712
| +70% | +$66.3K | ﹤0.01% | 1183 |
|
|
2022
Q3 | $102K | Buy |
2,447
+583
| +31% | +$24.3K | ﹤0.01% | 1319 |
|
|
2022
Q2 | $86K | Buy |
1,864
+10
| +0.5% | +$461 | ﹤0.01% | 1377 |
|
|
2022
Q1 | $106K | Buy |
1,854
+593
| +47% | +$33.9K | ﹤0.01% | 1301 |
|
|
2021
Q4 | $76K | Buy |
+1,261
| New | +$76K | ﹤0.01% | 1413 |
|
|
2021
Q2 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2021
Q1 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q4 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q3 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q2 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q1 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q4 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q3 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q2 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q1 | $49K | Buy |
1,008
+851
| +542% | +$41.4K | ﹤0.01% | 1412 |
|
|
2018
Q4 | $6K | Buy |
+157
| New | +$6K | ﹤0.01% | 1488 |
|
|
2018
Q1 | – | Sell |
-911
| Closed | -$35K | – | 1537 |
|
|
2017
Q4 | $35K | Buy |
911
+24
| +3% | +$922 | ﹤0.01% | 596 |
|
|
2017
Q3 | $34K | Buy |
+887
| New | +$34K | ﹤0.01% | 597 |
|