Checchi Capital Advisers’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
6,414
-321
| -5% | -$13.1K | 0.01% | 480 |
|
|
2025
Q1 | $304K | Buy |
6,735
+1,269
| +23% | +$57.3K | 0.02% | 451 |
|
|
2024
Q4 | $237K | Buy |
5,466
+45
| +0.8% | +$1.95K | 0.01% | 499 |
|
|
2024
Q3 | $246K | Sell |
5,421
-104
| -2% | -$4.72K | 0.01% | 493 |
|
|
2024
Q2 | $227K | Hold |
5,525
| – | – | 0.01% | 500 |
|
|
2024
Q1 | $207K | Sell |
5,525
-56
| -1% | -$2.1K | 0.02% | 543 |
|
|
2023
Q4 | $214K | Buy |
+5,581
| New | +$214K | 0.02% | 516 |
|
|
2023
Q3 | – | Sell |
-6,718
| Closed | -$289K | – | 576 |
|
|
2023
Q2 | $289K | Sell |
6,718
-129
| -2% | -$5.54K | 0.03% | 437 |
|
|
2023
Q1 | $281K | Buy |
6,847
+904
| +15% | +$37.1K | 0.03% | 433 |
|
|
2022
Q4 | $230K | Sell |
5,943
-1,211
| -17% | -$46.9K | 0.02% | 479 |
|
|
2022
Q3 | $298K | Buy |
7,154
+36
| +0.5% | +$1.5K | 0.03% | 386 |
|
|
2022
Q2 | $345K | Buy |
7,118
+3,540
| +99% | +$172K | 0.03% | 381 |
|
|
2022
Q1 | $205K | Buy |
3,578
+116
| +3% | +$6.65K | 0.02% | 510 |
|
|
2021
Q4 | $208K | Buy |
+3,462
| New | +$208K | 0.02% | 491 |
|
|
2016
Q3 | – | Sell |
-2,556
| Closed | -$94K | – | 1147 |
|
|
2016
Q2 | $94K | Buy |
2,556
+332
| +15% | +$12.2K | 0.01% | 597 |
|
|
2016
Q1 | $86K | Buy |
+2,224
| New | +$86K | 0.02% | 639 |
|