Cary Street Partners Investment Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Buy |
291
+73
| +33% | +$2.98K | 0.01% | 509 |
|
|
2025
Q1 | $9.85K | Buy |
218
+31
| +17% | +$1.4K | 0.01% | 488 |
|
|
2024
Q4 | $8.12K | Sell |
187
-14,396
| -99% | -$625K | 0.01% | 451 |
|
|
2024
Q3 | $661K | Sell |
14,583
-876
| -6% | -$39.7K | 0.02% | 441 |
|
|
2024
Q2 | $636K | Sell |
15,459
-694
| -4% | -$28.6K | 0.03% | 418 |
|
|
2024
Q1 | $604K | Sell |
16,153
-60
| -0.4% | -$2.25K | 0.03% | 415 |
|
|
2023
Q4 | $621K | Buy |
16,213
+55
| +0.3% | +$2.11K | 0.03% | 386 |
|
|
2023
Q3 | $576K | Sell |
16,158
-3,156
| -16% | -$113K | 0.03% | 373 |
|
|
2023
Q2 | $830K | Sell |
19,314
-719
| -4% | -$30.9K | 0.05% | 284 |
|
|
2023
Q1 | $823K | Sell |
20,033
-630
| -3% | -$25.9K | 0.06% | 268 |
|
|
2022
Q4 | $800K | Sell |
20,663
-580
| -3% | -$22.5K | 0.06% | 269 |
|
|
2022
Q3 | $886K | Buy |
21,243
+2,579
| +14% | +$108K | 0.07% | 235 |
|
|
2022
Q2 | $859K | Buy |
+18,664
| New | +$859K | 0.07% | 227 |
|