CIBC Private Wealth Group’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
3,031
-1,067
| -26% | -$43.6K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $156K | Buy |
4,098
+1,269
| +45% | +$48.3K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $117K | Sell |
2,829
-936
| -25% | -$38.6K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $171K | Buy |
3,765
+10
| +0.3% | +$453 | ﹤0.01% | 1268 |
|
|
2024
Q2 | $153K | Sell |
3,755
-5
| -0.1% | -$204 | ﹤0.01% | 1222 |
|
|
2024
Q1 | $138K | Buy |
+3,760
| New | +$138K | ﹤0.01% | 1262 |
|
|
2021
Q3 | – | Sell |
-11,036
| Closed | -$540K | – | 1022 |
|
|
2021
Q2 | $540K | Sell |
11,036
-64
| -0.6% | -$3.13K | ﹤0.01% | 786 |
|
|
2021
Q1 | $487K | Buy |
11,100
+803
| +8% | +$35.2K | ﹤0.01% | 807 |
|
|
2020
Q4 | $395K | Buy |
+10,297
| New | +$395K | ﹤0.01% | 819 |
|
|
2020
Q2 | – | Sell |
-12,251
| Closed | -$448K | – | 805 |
|
|
2020
Q1 | $448K | Sell |
12,251
-2,515
| -17% | -$92K | ﹤0.01% | 650 |
|
|
2019
Q4 | $690K | Buy |
14,766
+123
| +0.8% | +$5.75K | ﹤0.01% | 652 |
|
|
2019
Q3 | $709K | Buy |
+14,643
| New | +$709K | ﹤0.01% | 630 |
|
|
2018
Q1 | – | Sell |
-10,677
| Closed | -$412K | – | 2072 |
|
|
2017
Q4 | $412K | Buy |
+10,677
| New | +$412K | ﹤0.01% | 822 |
|