Edgestream Partners’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 |
-66,994
| Closed | -$3.04M | – | 1091 |
|
|
2024
Q3 | $3.04M | Buy |
66,994
+24,596
| +58% | +$1.12M | 0.13% | 268 |
|
|
2024
Q2 | $1.74M | Buy |
+42,398
| New | +$1.74M | 0.08% | 376 |
|
|
2023
Q4 | – | Sell |
-30,799
| Closed | -$1.1M | – | 1072 |
|
|
2023
Q3 | $1.1M | Sell |
30,799
-20,451
| -40% | -$729K | 0.09% | 372 |
|
|
2023
Q2 | $2.2M | Buy |
+51,250
| New | +$2.2M | 0.2% | 158 |
|
|
2022
Q1 | – | Sell |
-35,347
| Closed | -$2.12M | – | 640 |
|
|
2021
Q4 | $2.12M | Sell |
35,347
-38,248
| -52% | -$2.29M | 0.13% | 218 |
|
|
2021
Q3 | $3.9M | Sell |
73,595
-96,705
| -57% | -$5.12M | 0.24% | 146 |
|
|
2021
Q2 | $8.34M | Buy |
+170,300
| New | +$8.34M | 0.49% | 60 |
|
|
2020
Q4 | – | Sell |
-68,592
| Closed | -$2.24M | – | 425 |
|
|
2020
Q3 | $2.24M | Buy |
68,592
+27,246
| +66% | +$889K | 0.14% | 181 |
|
|
2020
Q2 | $1.55M | Buy |
41,346
+24,007
| +138% | +$898K | 0.08% | 218 |
|
|
2020
Q1 | $634K | Sell |
17,339
-8,240
| -32% | -$301K | 0.06% | 229 |
|
|
2019
Q4 | $1.2M | Buy |
+25,579
| New | +$1.2M | 0.06% | 219 |
|