Chesapeake Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
5,857
| – | – | 0.08% | 148 |
|
|
2025
Q1 | $265K | Hold |
5,857
| – | – | 0.09% | 140 |
|
|
2024
Q4 | $254K | Hold |
5,857
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $266K | Sell |
5,857
-135
| -2% | -$6.12K | 0.09% | 141 |
|
|
2024
Q2 | $247K | Sell |
5,992
-963
| -14% | -$39.6K | 0.09% | 140 |
|
|
2024
Q1 | $260K | Sell |
6,955
-205
| -3% | -$7.67K | 0.09% | 134 |
|
|
2023
Q4 | $274K | Hold |
7,160
| – | – | 0.11% | 132 |
|
|
2023
Q3 | $255K | Hold |
7,160
| – | – | 0.11% | 135 |
|
|
2023
Q2 | $308K | Sell |
7,160
-50
| -0.7% | -$2.15K | 0.12% | 125 |
|
|
2023
Q1 | $296K | Hold |
7,210
| – | – | 0.12% | 132 |
|
|
2022
Q4 | $279K | Sell |
7,210
-514
| -7% | -$19.9K | 0.12% | 137 |
|
|
2022
Q3 | $322K | Sell |
7,724
-351
| -4% | -$14.6K | 0.15% | 123 |
|
|
2022
Q2 | $372K | Sell |
8,075
-3
| -0% | -$138 | 0.16% | 125 |
|
|
2022
Q1 | $464K | Hold |
8,078
| – | – | 0.17% | 122 |
|
|
2021
Q4 | $484K | Sell |
8,078
-115
| -1% | -$6.89K | 0.16% | 127 |
|
|
2021
Q3 | $434K | Sell |
8,193
-780
| -9% | -$41.3K | 0.16% | 135 |
|
|
2021
Q2 | $439K | Sell |
8,973
-441
| -5% | -$21.6K | 0.14% | 146 |
|
|
2021
Q1 | $413K | Sell |
9,414
-663
| -7% | -$29.1K | 0.14% | 145 |
|
|
2020
Q4 | $388K | Sell |
10,077
-1,396
| -12% | -$53.8K | 0.13% | 150 |
|
|
2020
Q3 | $374K | Sell |
11,473
-3,173
| -22% | -$103K | 0.14% | 144 |
|
|
2020
Q2 | $547K | Sell |
14,646
-13,246
| -47% | -$495K | 0.22% | 105 |
|
|
2020
Q1 | $1.02M | Buy |
27,892
+147
| +0.5% | +$5.37K | 0.47% | 62 |
|
|
2019
Q4 | $1.3M | Buy |
27,745
+1,582
| +6% | +$73.8K | 0.5% | 58 |
|
|
2019
Q3 | $1.27M | Buy |
26,163
+355
| +1% | +$17.2K | 0.52% | 54 |
|
|
2019
Q2 | $1.16M | Buy |
25,808
+3,891
| +18% | +$175K | 0.48% | 61 |
|
|
2019
Q1 | $996K | Buy |
21,917
+4,941
| +29% | +$225K | 0.44% | 67 |
|
|
2018
Q4 | $672K | Buy |
16,976
+11,249
| +196% | +$445K | 0.33% | 79 |
|
|
2018
Q3 | $231K | Hold |
5,727
| – | – | 0.1% | 170 |
|
|
2018
Q2 | $215K | Hold |
5,727
| – | – | 0.1% | 177 |
|
|
2018
Q1 | $204K | Buy |
+5,727
| New | +$204K | 0.09% | 178 |
|