Crewe Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-253
| Closed | -$11.5K | – | 801 |
|
2024
Q3 | $11.5K | Hold |
253
| – | – | ﹤0.01% | 467 |
|
2024
Q2 | $10.4K | Hold |
253
| – | – | ﹤0.01% | 682 |
|
2024
Q1 | $9.47K | Hold |
253
| – | – | ﹤0.01% | 626 |
|
2023
Q4 | $9.69K | Buy |
+253
| New | +$9.69K | ﹤0.01% | 211 |
|
2022
Q4 | – | Sell |
-95
| Closed | -$4K | – | 1279 |
|
2022
Q3 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 916 |
|