CAM
UDF
Concorde Asset Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,439
| Closed | -$67K | – | 134 |
|
|
2016
Q4 | $67K | Hold |
22,439
| – | – | 0.12% | 109 |
|
|
2016
Q3 | $72K | Sell |
22,439
-1,587
| -7% | -$5.09K | 0.09% | 117 |
|
|
2016
Q2 | $77K | Hold |
24,026
| – | – | 0.08% | 137 |
|
|
2016
Q1 | $77K | Sell |
24,026
-3,735
| -13% | -$12K | 0.09% | 115 |
|
|
2015
Q4 | $305K | Hold |
27,761
| – | – | 0.34% | 73 |
|
|
2015
Q3 | $489K | Sell |
27,761
-232
| -0.8% | -$4.09K | 0.83% | 38 |
|
|
2015
Q2 | $489K | Sell |
27,993
-1,131
| -4% | -$19.8K | 0.62% | 42 |
|
|
2015
Q1 | $510K | Sell |
29,124
-914
| -3% | -$16K | 0.58% | 39 |
|
|
2014
Q4 | $551K | Buy |
+30,038
| New | +$551K | 0.69% | 37 |
|