Global Retirement Partners’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Buy |
+670
| New | +$27.4K | ﹤0.01% | 2113 |
|
|
2024
Q4 | $24.6K | Sell |
566
-202
| -26% | -$8.77K | ﹤0.01% | 1983 |
|
|
2024
Q3 | $34.8K | Sell |
768
-533
| -41% | -$24.2K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $53.5K | Buy |
1,301
+36
| +3% | +$1.48K | ﹤0.01% | 1504 |
|
|
2024
Q1 | $47.3K | Buy |
1,265
+52
| +4% | +$1.95K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $46.5K | Sell |
1,213
-1
| -0.1% | -$38 | ﹤0.01% | 1405 |
|
|
2023
Q3 | $43K | Sell |
1,214
-14
| -1% | -$495 | ﹤0.01% | 1350 |
|
|
2023
Q2 | $52.8K | Buy |
1,228
+24
| +2% | +$1.03K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $48.4K | Sell |
1,204
-26
| -2% | -$1.05K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $47.6K | Buy |
1,230
+183
| +17% | +$7.09K | ﹤0.01% | 1110 |
|
|
2022
Q3 | $42K | Sell |
1,047
-19
| -2% | -$762 | ﹤0.01% | 1093 |
|
|
2022
Q2 | $49K | Buy |
1,066
+25
| +2% | +$1.15K | ﹤0.01% | 999 |
|
|
2022
Q1 | $50K | Buy |
+1,041
| New | +$50K | ﹤0.01% | 998 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | – | – | 1698 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1945 |
|