Cetera Trust Company’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
5,705
+180
| +3% | +$7.35K | 0.14% | 154 |
|
|
2025
Q1 | $250K | Buy |
5,525
+525
| +11% | +$23.7K | 0.16% | 130 |
|
|
2024
Q4 | $217K | Sell |
5,000
-475
| -9% | -$20.6K | 0.14% | 157 |
|
|
2024
Q3 | $248K | Sell |
5,475
-50
| -0.9% | -$2.27K | 0.15% | 140 |
|
|
2024
Q2 | $227K | Hold |
5,525
| – | – | 0.14% | 140 |
|
|
2024
Q1 | $207K | Buy |
5,525
+3,125
| +130% | +$117K | 0.12% | 158 |
|
|
2023
Q4 | $91.9K | Buy |
+2,400
| New | +$91.9K | 0.06% | 203 |
|