Ellevest Inc’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,208
| Closed | -$214K | – | 1559 |
|
|
2023
Q1 | $214K | Buy |
5,208
+799
| +18% | +$32.8K | 0.02% | 309 |
|
|
2022
Q4 | $171K | Sell |
4,409
-1,283
| -23% | -$49.7K | 0.01% | 329 |
|
|
2022
Q3 | $237K | Buy |
5,692
+123
| +2% | +$5.12K | 0.02% | 242 |
|
|
2022
Q2 | $256K | Sell |
5,569
-34
| -0.6% | -$1.56K | 0.02% | 234 |
|
|
2022
Q1 | $321K | Buy |
5,603
+757
| +16% | +$43.4K | 0.03% | 222 |
|
|
2021
Q4 | $291K | Buy |
4,846
+556
| +13% | +$33.4K | 0.03% | 220 |
|
|
2021
Q3 | $227K | Buy |
4,290
+301
| +8% | +$15.9K | 0.02% | 249 |
|
|
2021
Q2 | $195K | Buy |
3,989
+1,724
| +76% | +$84.3K | 0.02% | 265 |
|
|
2021
Q1 | $99K | Sell |
2,265
-318
| -12% | -$13.9K | 0.01% | 340 |
|
|
2020
Q4 | $99K | Buy |
2,583
+2,265
| +712% | +$86.8K | 0.01% | 312 |
|
|
2020
Q3 | $10K | Sell |
318
-426
| -57% | -$13.4K | ﹤0.01% | 664 |
|
|
2020
Q2 | $28K | Buy |
744
+638
| +602% | +$24K | 0.01% | 442 |
|
|
2020
Q1 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 685 |
|