Corient Private Wealth’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
21,568
+10,505
| +95% | +$429K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $500K | Sell |
11,063
-1,982
| -15% | -$89.5K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $566K | Buy |
13,045
+2,069
| +19% | +$89.8K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $498K | Buy |
10,976
+1,121
| +11% | +$50.8K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $406K | Buy |
9,855
+1,761
| +22% | +$72.5K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $303K | Buy |
8,094
+2,788
| +53% | +$104K | ﹤0.01% | 1879 |
|
|
2023
Q4 | $203K | Sell |
5,306
-571
| -10% | -$21.9K | ﹤0.01% | 2069 |
|
|
2023
Q3 | $210K | Sell |
5,877
-1,248
| -18% | -$44.5K | ﹤0.01% | 1892 |
|
|
2023
Q2 | $306K | Buy |
7,125
+549
| +8% | +$23.6K | ﹤0.01% | 1680 |
|
|
2023
Q1 | $270K | Buy |
+6,576
| New | +$270K | ﹤0.01% | 1649 |
|