HHM Wealth Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$91 | – | 939 |
|
|
2025
Q1 | $91 | Sell |
2
-24
| -92% | -$1.09K | ﹤0.01% | 908 |
|
|
2024
Q4 | $1.13K | Buy |
+26
| New | +$1.13K | ﹤0.01% | 836 |
|
|
2024
Q1 | – | Sell |
-172
| Closed | -$6.59K | – | 775 |
|
|
2023
Q4 | $6.59K | Hold |
172
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $6.14K | Hold |
172
| – | – | ﹤0.01% | 605 |
|
|
2023
Q2 | $7.39K | Sell |
172
-70
| -29% | -$3.01K | ﹤0.01% | 589 |
|
|
2023
Q1 | $9.94K | Hold |
242
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $9.37K | Buy |
242
+90
| +59% | +$3.49K | ﹤0.01% | 459 |
|
|
2022
Q3 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 516 |
|