Horizon Family Wealth’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,746
| Closed | -$727K | – | 84 |
|
|
2024
Q4 | $727K | Buy |
16,746
+158
| +1% | +$6.86K | 0.48% | 34 |
|
|
2024
Q3 | $752K | Buy |
16,588
+162
| +1% | +$7.35K | 0.54% | 30 |
|
|
2024
Q2 | $676K | Buy |
16,426
+206
| +1% | +$8.48K | 0.51% | 31 |
|
|
2024
Q1 | $607K | Buy |
16,220
+182
| +1% | +$6.81K | 0.47% | 34 |
|
|
2023
Q4 | $614K | Buy |
16,038
+211
| +1% | +$8.08K | 0.52% | 30 |
|
|
2023
Q3 | $565K | Buy |
15,827
+185
| +1% | +$6.6K | 0.55% | 27 |
|
|
2023
Q2 | $672K | Buy |
15,642
+173
| +1% | +$7.43K | 0.64% | 24 |
|
|
2023
Q1 | $635K | Buy |
15,469
+139
| +0.9% | +$5.71K | 0.67% | 24 |
|
|
2022
Q4 | $594K | Buy |
15,330
+119
| +0.8% | +$4.61K | 0.68% | 26 |
|
|
2022
Q3 | $635K | Buy |
15,211
+146
| +1% | +$6.1K | 0.78% | 26 |
|
|
2022
Q2 | $694K | Sell |
15,065
-24
| -0.2% | -$1.11K | 0.81% | 26 |
|
|
2022
Q1 | $866K | Hold |
15,089
| – | – | 0.86% | 28 |
|
|
2021
Q4 | $905K | Buy |
+15,089
| New | +$905K | 0.92% | 27 |
|