EverSource Wealth Advisors’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2K | Buy |
1,155
+703
| +156% | +$28.7K | ﹤0.01% | 1643 |
|
|
2025
Q1 | $20.4K | Buy |
452
+151
| +50% | +$6.82K | ﹤0.01% | 1676 |
|
|
2024
Q4 | $13.1K | Buy |
301
+86
| +40% | +$3.73K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $9.75K | Buy |
215
+23
| +12% | +$1.04K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $7.69K | Buy |
192
+20
| +12% | +$801 | ﹤0.01% | 2011 |
|
|
2024
Q1 | $6.55K | Buy |
172
+130
| +310% | +$4.95K | ﹤0.01% | 1912 |
|
|
2023
Q4 | $1.61K | Buy |
42
+16
| +62% | +$613 | ﹤0.01% | 2240 |
|
|
2023
Q3 | $927 | Sell |
26
-66
| -72% | -$2.35K | ﹤0.01% | 2261 |
|
|
2023
Q2 | $3.95K | Buy |
92
+24
| +35% | +$1.03K | ﹤0.01% | 1824 |
|
|
2023
Q1 | $2.79K | Sell |
68
-45
| -40% | -$1.85K | ﹤0.01% | 1833 |
|
|
2022
Q4 | $4.38K | Buy |
113
+31
| +38% | +$1.2K | ﹤0.01% | 1659 |
|
|
2022
Q3 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 1592 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$2K | – | 1895 |
|
|
2022
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1592 |
|