Catawba Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $360K | Sell |
9,587
-230
| -2% | -$8.64K | 0.08% | 158 |
|
|
2018
Q1 | $350K | Sell |
9,817
-205
| -2% | -$7.31K | 0.08% | 160 |
|
|
2017
Q4 | $386K | Sell |
10,022
-282
| -3% | -$10.9K | 0.09% | 156 |
|
|
2017
Q3 | $392K | Sell |
10,304
-1,080
| -9% | -$41.1K | 0.09% | 161 |
|
|
2017
Q2 | $444K | Hold |
11,384
| – | – | 0.1% | 155 |
|
|
2017
Q1 | $413K | Hold |
11,384
| – | – | 0.09% | 174 |
|
|
2016
Q4 | $415K | Sell |
11,384
-180
| -2% | -$6.56K | 0.1% | 170 |
|
|
2016
Q3 | $416K | Hold |
11,564
| – | – | 0.1% | 166 |
|
|
2016
Q2 | $427K | Sell |
11,564
-400
| -3% | -$14.8K | 0.1% | 154 |
|
|
2016
Q1 | $461K | Sell |
11,964
-1,500
| -11% | -$57.8K | 0.12% | 146 |
|
|
2015
Q4 | $506K | Hold |
13,464
| – | – | 0.14% | 132 |
|
|
2015
Q3 | $464K | Sell |
13,464
-4,690
| -26% | -$162K | 0.13% | 141 |
|
|
2015
Q2 | $581K | Sell |
18,154
-1,172
| -6% | -$37.5K | 0.14% | 132 |
|
|
2015
Q1 | $658K | Sell |
19,326
-410
| -2% | -$14K | 0.15% | 129 |
|
|
2014
Q4 | $608K | Hold |
19,736
| – | – | 0.14% | 136 |
|
|
2014
Q3 | $538K | Sell |
19,736
-100
| -0.5% | -$2.73K | 0.13% | 154 |
|
|
2014
Q2 | $568K | Sell |
19,836
-309
| -2% | -$8.85K | 0.13% | 154 |
|
|
2014
Q1 | $520K | Sell |
20,145
-3,698
| -16% | -$95.5K | 0.12% | 155 |
|
|
2013
Q4 | $557K | Sell |
23,843
-1,440
| -6% | -$33.6K | 0.13% | 147 |
|
|
2013
Q3 | $599K | Sell |
25,283
-532
| -2% | -$12.6K | 0.16% | 136 |
|
|
2013
Q2 | $658K | Buy |
+25,815
| New | +$658K | 0.18% | 114 |
|