Counsel Portfolio Services’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-43,100
| Closed | -$1.23M | – | 338 |
|
2014
Q2 | $1.23M | Sell |
43,100
-3,700
| -8% | -$106K | 0.12% | 218 |
|
2014
Q1 | $1.21M | Buy |
46,800
+5,000
| +12% | +$129K | 0.12% | 185 |
|
2013
Q4 | $976K | Hold |
41,800
| – | – | 0.1% | 197 |
|
2013
Q3 | $991 | Buy |
41,800
+7,000
| +20% | +$166 | 0.05% | 173 |
|
2013
Q2 | $887K | Buy |
+34,800
| New | +$887K | 0.11% | 178 |
|