Glassman Wealth Services’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-222
| Closed | -$8.5K | – | 1712 |
|
|
2023
Q4 | $8.5K | Buy |
222
+60
| +37% | +$2.09K | ﹤0.01% | 920 |
|
|
2023
Q3 | $5.78K | Sell |
162
-49
| -23% | -$1.95K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $9.06K | Hold |
211
| – | – | ﹤0.01% | 839 |
|
|
2023
Q1 | $8.66K | Buy |
211
+3
| +1% | +$124 | ﹤0.01% | 860 |
|
|
2022
Q4 | $8.06K | Buy |
208
+4
| +2% | +$158 | ﹤0.01% | 892 |
|
|
2022
Q3 | $9K | Hold |
204
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $9K | Buy |
204
+55
| +37% | +$2.77K | ﹤0.01% | 853 |
|
|
2022
Q1 | $9K | Buy |
149
+27
| +22% | +$1.53K | ﹤0.01% | 871 |
|
|
2021
Q4 | $7K | Buy |
122
+8
| +7% | +$450 | ﹤0.01% | 909 |
|
|
2021
Q3 | $6K | Buy |
114
+30
| +36% | +$1.6K | ﹤0.01% | 931 |
|
|
2021
Q2 | $4K | Buy |
84
+4
| +5% | +$188 | ﹤0.01% | 1009 |
|
|
2021
Q1 | $4K | Buy |
80
+14
| +21% | +$579 | ﹤0.01% | 958 |
|
|
2020
Q4 | $3K | Sell |
66
-257
| -80% | -$9.38K | ﹤0.01% | 1013 |
|
|
2020
Q3 | $11K | Sell |
323
-31
| -9% | -$1.09K | ﹤0.01% | 596 |
|
|
2020
Q2 | $13K | Buy |
354
+267
| +307% | +$9.97K | ﹤0.01% | 450 |
|
|
2020
Q1 | $3K | Sell |
87
-265
| -75% | -$12K | ﹤0.01% | 645 |
|
|
2019
Q4 | $16K | Hold |
352
| – | – | 0.01% | 418 |
|
|
2019
Q3 | $17K | Buy |
352
+7
| +2% | +$330 | 0.01% | 380 |
|
|
2019
Q2 | $15K | Hold |
345
| – | – | 0.01% | 403 |
|
|
2019
Q1 | $16K | Buy |
345
+5
| +1% | +$217 | 0.01% | 391 |
|
|
2018
Q4 | $13K | Hold |
340
| – | – | 0.01% | 344 |
|
|
2018
Q3 | $14K | Hold |
340
| – | – | 0.01% | 363 |
|
|
2018
Q2 | $13K | Hold |
340
| – | – | 0.01% | 346 |
|
|
2018
Q1 | $12K | Hold |
340
| – | – | 0.01% | 340 |
|
|
2017
Q4 | $13K | Hold |
340
| – | – | 0.01% | 306 |
|
|
2017
Q3 | $13K | Hold |
340
| – | – | 0.01% | 273 |
|
|
2017
Q2 | $13K | Hold |
340
| – | – | 0.01% | 281 |
|
|
2017
Q1 | $12K | Buy |
340
+3
| +0.9% | +$107 | 0.01% | 329 |
|
|
2016
Q4 | $12K | Hold |
337
| – | – | 0.01% | 344 |
|
|
2016
Q3 | $12K | Hold |
337
| – | – | 0.01% | 279 |
|
|
2016
Q2 | $12K | Buy |
+337
| New | +$12.1K | 0.01% | 304 |
|
Other funds holding UDR
CIM
