CAM
CPA Asset Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
23,700
-4,262
| -15% | -$174K | 0.41% | 39 |
|
|
2025
Q1 | $1.26M | Sell |
27,962
-6,690
| -19% | -$302K | 0.56% | 28 |
|
|
2024
Q4 | $1.5M | Sell |
34,652
-3,380
| -9% | -$147K | 0.7% | 25 |
|
|
2024
Q3 | $1.72M | Hold |
38,032
| – | – | 0.83% | 26 |
|
|
2024
Q2 | $1.57M | Sell |
38,032
-5,071
| -12% | -$209K | 0.84% | 26 |
|
|
2024
Q1 | $1.61M | Sell |
43,103
-6,762
| -14% | -$253K | 0.9% | 23 |
|
|
2023
Q4 | $1.91M | Hold |
49,865
| – | – | 1.16% | 20 |
|
|
2023
Q3 | $1.78M | Hold |
49,865
| – | – | 1.25% | 20 |
|
|
2023
Q2 | $2.14M | Hold |
49,865
| – | – | 1.54% | 15 |
|
|
2023
Q1 | $2.05M | Hold |
49,865
| – | – | 1.53% | 16 |
|
|
2022
Q4 | $1.93M | Buy |
+49,865
| New | +$1.93M | 1.48% | 18 |
|