Colonial Trust Advisors’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8	Closed	-$299	–	1016
2024 Q1	$299	Hold	8	–	–	﹤0.01%	946
2023 Q4	$306	Buy	8 +4	+100%	+$153	﹤0.01%	844
2023 Q3	$143	Buy	+4	New	+$143	﹤0.01%	891