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Cetera Trust Company’s UDR UDR Stock Holding History

Cetera Trust Company’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176K Sell
5,205
-175
-3% -$6.43K 0.1% 173
2025
Q4 		$197K Sell
5,380
-325
-6% -$11.6K 0.11% 164
2025
Q3 		$213K Hold
5,705
– – 0.12% 161
2025
Q2 		$233K Buy
5,705
+180
+3% +$7.45K 0.14% 154
2025
Q1 		$250K Buy
5,525
+525
+11% +$22.5K 0.16% 130
2024
Q4 		$217K Sell
5,000
-475
-9% -$21K 0.14% 157
2024
Q3 		$248K Sell
5,475
-50
-0.9% -$2.14K 0.15% 140
2024
Q2 		$227K Hold
5,525
– – 0.14% 140
2024
Q1 		$207K Buy
5,525
+3,125
+130% +$115K 0.12% 158
2023
Q4 		$91.9K Buy
+2,400
New +$83.5K 0.06% 203

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