GLLW
Graves Light Lenhart Wealth’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
5,758
| – | – | 0.03% | 172 |
|
|
2025
Q1 | $260K | Hold |
5,758
| – | – | 0.03% | 154 |
|
|
2024
Q4 | $250K | Hold |
5,758
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $261K | Hold |
5,758
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $236K | Hold |
5,758
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $215K | Hold |
5,758
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $220K | Hold |
5,758
| – | – | 0.03% | 167 |
|
|
2023
Q3 | $206K | Sell |
5,758
-589
| -9% | -$21.1K | 0.03% | 165 |
|
|
2023
Q2 | $273K | Hold |
6,347
| – | – | 0.04% | 151 |
|
|
2023
Q1 | $261K | Hold |
6,347
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $246K | Hold |
6,347
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $265K | Hold |
6,347
| – | – | 0.04% | 141 |
|
|
2022
Q2 | $292K | Hold |
6,347
| – | – | 0.04% | 142 |
|
|
2022
Q1 | $364K | Hold |
6,347
| – | – | 0.05% | 129 |
|
|
2021
Q4 | $381K | Hold |
6,347
| – | – | 0.05% | 135 |
|
|
2021
Q3 | $336K | Hold |
6,347
| – | – | 0.05% | 132 |
|
|
2021
Q2 | $311K | Hold |
6,347
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $278K | Hold |
6,347
| – | – | 0.05% | 146 |
|
|
2020
Q4 | $244K | Hold |
6,347
| – | – | 0.05% | 152 |
|
|
2020
Q3 | $207K | Sell |
6,347
-3,121
| -33% | -$102K | 0.05% | 154 |
|
|
2020
Q2 | $354K | Sell |
9,468
-585
| -6% | -$21.9K | 0.08% | 105 |
|
|
2020
Q1 | $367K | Hold |
10,053
| – | – | 0.1% | 100 |
|
|
2019
Q4 | $469K | Hold |
10,053
| – | – | 0.1% | 104 |
|
|
2019
Q3 | $505K | Hold |
10,053
| – | – | 0.11% | 101 |
|
|
2019
Q2 | $451K | Hold |
10,053
| – | – | 0.11% | 101 |
|
|
2019
Q1 | $457K | Buy |
10,053
+4,795
| +91% | +$218K | 0.12% | 93 |
|
|
2018
Q4 | $208K | Buy |
+5,258
| New | +$208K | 0.06% | 135 |
|