FWM
Finer Wealth Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,064
| Closed | -$302K | – | 79 |
|
|
2024
Q1 | $302K | Hold |
8,064
| – | – | 0.2% | 67 |
|
|
2023
Q4 | $309K | Hold |
8,064
| – | – | 0.23% | 65 |
|
|
2023
Q3 | $288K | Hold |
8,064
| – | – | 0.23% | 65 |
|
|
2023
Q2 | $346K | Hold |
8,064
| – | – | 0.27% | 61 |
|
|
2023
Q1 | $331K | Hold |
8,064
| – | – | 0.28% | 66 |
|
|
2022
Q4 | $312K | Hold |
8,064
| – | – | 0.29% | 66 |
|
|
2022
Q3 | $336K | Hold |
8,064
| – | – | 0.33% | 61 |
|
|
2022
Q2 | $371K | Hold |
8,064
| – | – | 0.34% | 60 |
|
|
2022
Q1 | $463K | Hold |
8,064
| – | – | 0.38% | 53 |
|
|
2021
Q4 | $484K | Buy |
+8,064
| New | +$484K | 0.4% | 53 |
|