Dividend Assets Capital’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-17,600
| Closed | -$56K | – | 182 |
|
|
2016
Q2 | $56K | Hold |
17,600
| – | – | ﹤0.01% | 153 |
|
|
2016
Q1 | $56K | Hold |
17,600
| – | – | ﹤0.01% | 147 |
|
|
2015
Q4 | $194K | Hold |
17,600
| – | – | 0.01% | 135 |
|
|
2015
Q3 | $310K | Hold |
17,600
| – | – | 0.01% | 116 |
|
|
2015
Q2 | $308K | Buy |
17,600
+5,500
| +45% | +$96.3K | 0.01% | 121 |
|
|
2015
Q1 | $212K | Buy |
+12,100
| New | +$212K | ﹤0.01% | 139 |
|