Global Endowment Management’s UDR UDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-25,100
Closed -$942K 240
2018
Q2
$942K Sell
25,100
-11,200
-31% -$420K 0.12% 105
2018
Q1
$1.29M Sell
36,300
-7,300
-17% -$260K 0.19% 71
2017
Q4
$1.68M Sell
43,600
-33,900
-44% -$1.31M 0.24% 69
2017
Q3
$2.95M Buy
+77,500
New +$2.95M 0.42% 59
2014
Q1
Sell
-94,060
Closed -$2.2M 254
2013
Q4
$2.2M Buy
+94,060
New +$2.2M 0.44% 83