Clearstead Trust’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$136 | – | 1544 |
|
|
2025
Q1 | $136 | Buy |
+3
| New | +$136 | ﹤0.01% | 872 |
|
|
2024
Q4 | – | Sell |
-306
| Closed | -$13.9K | – | 440 |
|
|
2024
Q3 | $13.9K | Hold |
306
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $12.6K | Sell |
306
-1,031
| -77% | -$42.4K | ﹤0.01% | 344 |
|
|
2024
Q1 | $50K | Sell |
1,337
-676
| -34% | -$25.3K | 0.01% | 242 |
|
|
2023
Q4 | $77.1K | Sell |
2,013
-364
| -15% | -$13.9K | 0.02% | 211 |
|
|
2023
Q3 | $84.8K | Hold |
2,377
| – | – | 0.03% | 184 |
|
|
2023
Q2 | $102K | Hold |
2,377
| – | – | 0.03% | 179 |
|
|
2023
Q1 | $97.6K | Hold |
2,377
| – | – | 0.03% | 184 |
|
|
2022
Q4 | $92K | Hold |
2,377
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $99K | Buy |
+2,377
| New | +$99K | 0.03% | 181 |
|