Horst & Graben Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,373
| Closed | -$201K | – | 130 |
|
|
2022
Q2 | $201K | Hold |
4,373
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $251K | Hold |
4,373
| – | – | 0.06% | 119 |
|
|
2021
Q4 | $262K | Buy |
4,373
+28
| +0.6% | +$1.68K | 0.07% | 116 |
|
|
2021
Q3 | $230K | Hold |
4,345
| – | – | 0.06% | 120 |
|
|
2021
Q2 | $213K | Buy |
+4,345
| New | +$213K | 0.06% | 128 |
|