Ethic Inc’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $490K | Buy |
+12,045
| New | +$490K | 0.01% | 817 |
|
2024
Q1 | – | Sell |
-11,587
| Closed | -$444K | – | 1135 |
|
2023
Q4 | $444K | Buy |
11,587
+4,483
| +63% | +$172K | 0.01% | 774 |
|
2023
Q3 | $253K | Sell |
7,104
-2,655
| -27% | -$94.7K | 0.01% | 861 |
|
2023
Q2 | $419K | Sell |
9,759
-3,460
| -26% | -$149K | 0.02% | 704 |
|
2023
Q1 | $543K | Buy |
13,219
+1,626
| +14% | +$66.8K | 0.02% | 628 |
|
2022
Q4 | $449K | Sell |
11,593
-3,469
| -23% | -$134K | 0.02% | 607 |
|
2022
Q3 | $628K | Sell |
15,062
-3,091
| -17% | -$129K | 0.04% | 435 |
|
2022
Q2 | $836K | Sell |
18,153
-3,034
| -14% | -$140K | 0.06% | 355 |
|
2022
Q1 | $1.22M | Buy |
21,187
+2,258
| +12% | +$130K | 0.08% | 284 |
|
2021
Q4 | $1.14M | Buy |
18,929
+2,693
| +17% | +$162K | 0.09% | 262 |
|
2021
Q3 | $860K | Buy |
16,236
+1,852
| +13% | +$98.1K | 0.09% | 253 |
|
2021
Q2 | $705K | Buy |
14,384
+3,306
| +30% | +$162K | 0.09% | 276 |
|
2021
Q1 | $486K | Buy |
11,078
+127
| +1% | +$5.57K | 0.09% | 286 |
|
2020
Q4 | $421K | Buy |
+10,951
| New | +$421K | 0.11% | 241 |
|