GWMR
GC Wealth Management RIA’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
11,558
+1,507
| +15% | +$61.5K | 0.04% | 336 |
|
|
2025
Q1 | $454K | Buy |
10,051
+963
| +11% | +$43.5K | 0.08% | 195 |
|
|
2024
Q4 | $395K | Buy |
9,088
+1,595
| +21% | +$69.2K | 0.07% | 206 |
|
|
2024
Q3 | $340K | Buy |
7,493
+1,864
| +33% | +$84.5K | 0.06% | 237 |
|
|
2024
Q2 | $232K | Buy |
+5,629
| New | +$232K | 0.05% | 248 |
|