First Trust Direct Indexing’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,266
| Closed | -$284K | – | 869 |
|
|
2024
Q3 | $284K | Sell |
6,266
-609
| -9% | -$27.6K | 0.02% | 766 |
|
|
2024
Q2 | $283K | Buy |
+6,875
| New | +$283K | 0.02% | 688 |
|
|
2022
Q4 | – | Sell |
-6,507
| Closed | -$271K | – | 709 |
|
|
2022
Q3 | $271K | Sell |
6,507
-233
| -3% | -$9.7K | 0.04% | 495 |
|
|
2022
Q2 | $310K | Buy |
6,740
+632
| +10% | +$29.1K | 0.04% | 462 |
|
|
2022
Q1 | $350K | Buy |
6,108
+751
| +14% | +$43K | 0.04% | 457 |
|
|
2021
Q4 | $321K | Sell |
5,357
-108
| -2% | -$6.47K | 0.04% | 477 |
|
|
2021
Q3 | $290K | Buy |
+5,465
| New | +$290K | 0.04% | 485 |
|
|
2021
Q1 | – | Sell |
-4,079
| Closed | -$157K | – | 953 |
|
|
2020
Q4 | $157K | Buy |
+4,079
| New | +$157K | 0.04% | 398 |
|