Envestnet Asset Management’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,408
| Closed | -$36K | – | 3519 |
|
|
2016
Q3 | $36K | Buy |
12,408
+4,121
| +50% | +$12K | ﹤0.01% | 2702 |
|
|
2016
Q2 | $4K | Sell |
8,287
-667
| -7% | -$322 | ﹤0.01% | 3057 |
|
|
2016
Q1 | $1K | Buy |
+8,954
| New | +$1K | ﹤0.01% | 3074 |
|
|
2014
Q4 | – | Sell |
-543
| Closed | -$11K | – | 2970 |
|
|
2014
Q3 | $11K | Sell |
543
-4,757
| -90% | -$96.4K | ﹤0.01% | 2111 |
|
|
2014
Q2 | $106K | Buy |
+5,300
| New | +$106K | ﹤0.01% | 1192 |
|