CIM
Contravisory Investment Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
+11,536
| New | +$471K | 0.09% | 167 |
|
|
2025
Q1 | – | Sell |
-185,806
| Closed | -$8.07M | – | 451 |
|
|
2024
Q4 | $8.07M | Buy |
185,806
+930
| +0.5% | +$40.4K | 1.72% | 30 |
|
|
2024
Q3 | $8.38M | Buy |
+184,876
| New | +$8.38M | 1.79% | 27 |
|
|
2022
Q4 | – | Sell |
-8,273
| Closed | -$345K | – | 338 |
|
|
2022
Q3 | $345K | Sell |
8,273
-91,398
| -92% | -$3.81M | 0.12% | 115 |
|
|
2022
Q2 | $4.59M | Buy |
99,671
+2,204
| +2% | +$101K | 1.49% | 35 |
|
|
2022
Q1 | $5.59M | Sell |
97,467
-1,975
| -2% | -$113K | 1.59% | 31 |
|
|
2021
Q4 | $5.97M | Buy |
+99,442
| New | +$5.97M | 1.61% | 23 |
|
|
2020
Q2 | – | Sell |
-8,030
| Closed | -$293K | – | 329 |
|
|
2020
Q1 | $293K | Buy |
8,030
+489
| +6% | +$17.8K | 0.13% | 81 |
|
|
2019
Q4 | $352K | Buy |
7,541
+87
| +1% | +$4.06K | 0.13% | 107 |
|
|
2019
Q3 | $361K | Sell |
7,454
-93
| -1% | -$4.5K | 0.14% | 91 |
|
|
2019
Q2 | $339K | Buy |
7,547
+10
| +0.1% | +$449 | 0.13% | 101 |
|
|
2019
Q1 | $343K | Sell |
7,537
-185
| -2% | -$8.42K | 0.13% | 101 |
|
|
2018
Q4 | $306K | Buy |
+7,722
| New | +$306K | 0.13% | 99 |
|