Concord Wealth Partners’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$5.74K | – | 906 |
|
|
2023
Q4 | $5.74K | Hold |
150
| – | – | ﹤0.01% | 624 |
|
|
2023
Q3 | $5.35K | Hold |
150
| – | – | ﹤0.01% | 704 |
|
|
2023
Q2 | $6.44K | Hold |
150
| – | – | ﹤0.01% | 667 |
|
|
2023
Q1 | $6.16K | Hold |
150
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $5.81K | Buy |
+150
| New | +$5.81K | ﹤0.01% | 728 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$7K | – | 1083 |
|
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 760 |
|
|
2022
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 808 |
|
|
2021
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $7K | Sell |
150
-4
| -3% | -$187 | ﹤0.01% | 692 |
|
|
2021
Q1 | $7K | Buy |
154
+4
| +3% | +$182 | ﹤0.01% | 634 |
|
|
2020
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 403 |
|