GCA
Gideon Capital Advisors’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,003
| Closed | -$654K | – | 204 |
|
|
2019
Q4 | $654K | Sell |
14,003
-1,958
| -12% | -$91.4K | 0.22% | 147 |
|
|
2019
Q3 | $774K | Sell |
15,961
-12,737
| -44% | -$618K | 0.25% | 134 |
|
|
2019
Q2 | $1.29M | Sell |
28,698
-12,087
| -30% | -$542K | 0.44% | 79 |
|
|
2019
Q1 | $1.85M | Buy |
40,785
+13,775
| +51% | +$626K | 0.66% | 31 |
|
|
2018
Q4 | $1.07M | Buy |
+27,010
| New | +$1.07M | 0.44% | 66 |
|
|
2018
Q3 | – | Sell |
-12,421
| Closed | -$466K | – | 495 |
|
|
2018
Q2 | $466K | Sell |
12,421
-28,008
| -69% | -$1.05M | 0.23% | 157 |
|
|
2018
Q1 | $1.44M | Buy |
+40,429
| New | +$1.44M | 0.89% | 8 |
|
|
2015
Q3 | – | Sell |
-85,581
| Closed | -$2.74M | – | 326 |
|
|
2015
Q2 | $2.74M | Buy |
+85,581
| New | +$2.74M | 1.13% | 17 |
|
|
2015
Q1 | – | Sell |
-92,484
| Closed | -$2.85M | – | 307 |
|
|
2014
Q4 | $2.85M | Sell |
92,484
-11,407
| -11% | -$352K | 1.34% | 14 |
|
|
2014
Q3 | $2.83M | Buy |
+103,891
| New | +$2.83M | 1.1% | 19 |
|
|
2014
Q2 | – | Sell |
-29,931
| Closed | -$773K | – | 317 |
|
|
2014
Q1 | $773K | Buy |
29,931
+16,802
| +128% | +$434K | 0.43% | 80 |
|
|
2013
Q4 | $307K | Buy |
+13,129
| New | +$307K | 0.18% | 142 |
|