Clearstead Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Buy |
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|
2025
Q2 | $50.7K | Buy |
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|
2025
Q1 | $46.8K | Sell |
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|
2024
Q4 | $47.6K | Hold |
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|
2024
Q3 | $49.7K | Sell |
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|
2024
Q2 | $45.6K | Buy |
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|
2024
Q1 | $431 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $84.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.44K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $126K | Hold |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $104K | Hold |
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|
2020
Q4 | $91K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $87K | Buy |
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