Clearstead Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.7K | Buy |
1,242
+206
| +20% | +$8.41K | ﹤0.01% | 1285 |
|
|
2025
Q1 | $46.8K | Sell |
1,036
-60
| -5% | -$2.71K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $47.6K | Hold |
1,096
| – | – | ﹤0.01% | 1168 |
|
|
2024
Q3 | $49.7K | Sell |
1,096
-11
| -1% | -$499 | ﹤0.01% | 1207 |
|
|
2024
Q2 | $45.6K | Buy |
1,107
+1,096
| +9,964% | +$45.1K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $431 | Buy |
+11
| New | +$431 | ﹤0.01% | 1465 |
|
|
2023
Q4 | – | Sell |
-2,377
| Closed | -$84.8K | – | 1642 |
|
|
2023
Q3 | $84.8K | Buy |
+2,377
| New | +$84.8K | ﹤0.01% | 774 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.44K | – | 1444 |
|
|
2023
Q1 | $1.44K | Buy |
+35
| New | +$1.44K | ﹤0.01% | 1192 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 1380 |
|
|
2022
Q3 | $0 | Sell |
11
-2,377
| -100% | – | ﹤0.01% | 1360 |
|
|
2022
Q2 | $110K | Buy |
2,388
+11
| +0.5% | +$507 | 0.01% | 484 |
|
|
2022
Q1 | $136K | Hold |
2,377
| – | – | 0.01% | 486 |
|
|
2021
Q4 | $143K | Hold |
2,377
| – | – | 0.01% | 449 |
|
|
2021
Q3 | $126K | Hold |
2,377
| – | – | 0.01% | 436 |
|
|
2021
Q2 | $116K | Hold |
2,377
| – | – | 0.01% | 428 |
|
|
2021
Q1 | $104K | Hold |
2,377
| – | – | 0.01% | 430 |
|
|
2020
Q4 | $91K | Hold |
2,377
| – | – | 0.01% | 434 |
|
|
2020
Q3 | $78K | Hold |
2,377
| – | – | 0.01% | 402 |
|
|
2020
Q2 | $89K | Hold |
2,377
| – | – | 0.01% | 368 |
|
|
2020
Q1 | $87K | Buy |
+2,377
| New | +$87K | 0.01% | 342 |
|