Corient Private Wealth’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Buy |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $566K | Buy |
|
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|
2024
Q3 | $498K | Buy |
|
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|
2024
Q2 | $406K | Buy |
|
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|
2024
Q1 | $303K | Buy |
|
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $306K | Buy |
|
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|
2023
Q1 | $270K | Buy |
|