Harvest Fund Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Hold |
1,965
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $85K | Hold |
1,965
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $85K | Sell |
1,965
-3,529
| -64% | -$153K | ﹤0.01% | 561 |
|
|
2024
Q3 | $249K | Buy |
5,494
+3,292
| +150% | +$149K | 0.01% | 313 |
|
|
2024
Q2 | $91K | Buy |
+2,202
| New | +$91K | 0.01% | 427 |
|
|
2022
Q3 | – | Sell |
-1,030
| Closed | -$47K | – | 842 |
|
|
2022
Q2 | $47K | Hold |
1,030
| – | – | 0.01% | 422 |
|
|
2022
Q1 | $59K | Hold |
1,030
| – | – | 0.01% | 410 |
|
|
2021
Q4 | $61K | Hold |
1,030
| – | – | 0.01% | 413 |
|
|
2021
Q3 | $54K | Buy |
+1,030
| New | +$54K | 0.01% | 386 |
|
|
2021
Q1 | – | Sell |
-1,451
| Closed | -$55K | – | 877 |
|
|
2020
Q4 | $55K | Hold |
1,451
| – | – | ﹤0.01% | 343 |
|
|
2020
Q3 | $50K | Hold |
1,451
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $56K | Hold |
1,451
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $53K | Sell |
1,451
-900
| -38% | -$32.9K | 0.01% | 288 |
|
|
2019
Q4 | $110K | Buy |
2,351
+1,050
| +81% | +$49.1K | 0.01% | 175 |
|
|
2019
Q3 | $63K | Buy |
1,301
+301
| +30% | +$14.6K | 0.01% | 241 |
|
|
2019
Q2 | $45K | Hold |
1,000
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $46K | Hold |
1,000
| – | – | 0.01% | 284 |
|
|
2018
Q4 | $40K | Sell |
1,000
-600
| -38% | -$24K | 0.01% | 278 |
|
|
2018
Q3 | $65K | Sell |
1,600
-1,100
| -41% | -$44.7K | 0.01% | 331 |
|
|
2018
Q2 | $101K | Hold |
2,700
| – | – | 0.02% | 116 |
|
|
2018
Q1 | $96K | Buy |
2,700
+1,800
| +200% | +$64K | 0.02% | 120 |
|
|
2017
Q4 | $35K | Hold |
900
| – | – | 0.01% | 193 |
|
|
2017
Q3 | $34K | Hold |
900
| – | – | ﹤0.01% | 175 |
|
|
2017
Q2 | $35K | Sell |
900
-500
| -36% | -$19.4K | 0.01% | 177 |
|
|
2017
Q1 | $51K | Sell |
1,400
-1,100
| -44% | -$40.1K | 0.01% | 143 |
|
|
2016
Q4 | $91K | Buy |
+2,500
| New | +$91K | 0.02% | 112 |
|