Envestnet Portfolio Solutions’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,625
| Closed | -$288K | – | 1770 |
|
|
2024
Q4 | $288K | Sell |
6,625
-332
| -5% | -$14.4K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $315K | Sell |
6,957
-247
| -3% | -$11.2K | ﹤0.01% | 1422 |
|
|
2024
Q2 | $296K | Buy |
7,204
+1,050
| +17% | +$43.2K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $230K | Sell |
6,154
-101
| -2% | -$3.78K | ﹤0.01% | 1488 |
|
|
2023
Q4 | $239K | Buy |
+6,255
| New | +$239K | ﹤0.01% | 1409 |
|