FineMark National Bank & Trust’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,500
| Closed | -$212K | – | 403 |
|
|
2017
Q4 | $212K | Hold |
5,500
| – | – | 0.01% | 342 |
|
|
2017
Q3 | $209K | Hold |
5,500
| – | – | 0.01% | 350 |
|
|
2017
Q2 | $214K | Buy |
+5,500
| New | +$214K | 0.02% | 329 |
|
|
2017
Q1 | – | Sell |
-5,500
| Closed | -$201K | – | 966 |
|
|
2016
Q4 | $201K | Buy |
+5,500
| New | +$201K | 0.02% | 338 |
|
|
2016
Q2 | – | Sell |
-1,080
| Closed | -$42K | – | 1426 |
|
|
2016
Q1 | $42K | Hold |
1,080
| – | – | ﹤0.01% | 616 |
|
|
2015
Q4 | $41K | Hold |
1,080
| – | – | ﹤0.01% | 648 |
|
|
2015
Q3 | $37K | Sell |
1,080
-4,303
| -80% | -$147K | 0.01% | 703 |
|
|
2015
Q2 | $172K | Hold |
5,383
| – | – | 0.02% | 364 |
|
|
2015
Q1 | $183K | Hold |
5,383
| – | – | 0.02% | 366 |
|
|
2014
Q4 | $166K | Buy |
5,383
+4,303
| +398% | +$133K | 0.02% | 387 |
|
|
2014
Q3 | $29K | Hold |
1,080
| – | – | ﹤0.01% | 786 |
|
|
2014
Q2 | $31K | Buy |
+1,080
| New | +$31K | 0.01% | 764 |
|