IRF
IBM Retirement Fund’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,906
| Closed | -$281K | – | 441 |
|
|
2022
Q1 | $281K | Hold |
4,906
| – | – | 0.04% | 411 |
|
|
2021
Q4 | $294K | Sell |
4,906
-3,365
| -41% | -$202K | 0.04% | 436 |
|
|
2021
Q3 | $438K | Hold |
8,271
| – | – | 0.03% | 457 |
|
|
2021
Q2 | $405K | Sell |
8,271
-1,808
| -18% | -$88.5K | 0.03% | 484 |
|
|
2021
Q1 | $442K | Sell |
10,079
-751
| -7% | -$32.9K | 0.03% | 484 |
|
|
2020
Q4 | $416K | Buy |
10,830
+1,315
| +14% | +$50.5K | 0.03% | 509 |
|
|
2020
Q3 | $310K | Buy |
9,515
+2,672
| +39% | +$87.1K | 0.03% | 511 |
|
|
2020
Q2 | $256K | Sell |
6,843
-74
| -1% | -$2.77K | 0.03% | 444 |
|
|
2020
Q1 | $253K | Buy |
6,917
+2,634
| +61% | +$96.3K | 0.05% | 384 |
|
|
2019
Q4 | $200K | Sell |
4,283
-51
| -1% | -$2.38K | 0.04% | 416 |
|
|
2019
Q3 | $210K | Buy |
+4,334
| New | +$210K | 0.04% | 391 |
|
|
2018
Q2 | – | Sell |
-5,848
| Closed | -$208K | – | 520 |
|
|
2018
Q1 | $208K | Buy |
+5,848
| New | +$208K | 0.04% | 496 |
|
|
2017
Q1 | – | Sell |
-21,235
| Closed | -$775K | – | 717 |
|
|
2016
Q4 | $775K | Sell |
21,235
-3,782
| -15% | -$138K | 0.03% | 424 |
|
|
2016
Q3 | $900K | Sell |
25,017
-6,398
| -20% | -$230K | 0.05% | 423 |
|
|
2016
Q2 | $1.21M | Buy |
31,415
+757
| +2% | +$29.2K | 0.04% | 409 |
|
|
2016
Q1 | $1.23M | Sell |
30,658
-32,304
| -51% | -$1.3M | 0.05% | 403 |
|
|
2015
Q4 | $2.37M | Buy |
62,962
+3,118
| +5% | +$117K | 0.05% | 424 |
|
|
2015
Q3 | $2.12M | Sell |
59,844
-3,392
| -5% | -$120K | 0.04% | 425 |
|
|
2015
Q2 | $2.03M | Buy |
63,236
+1,157
| +2% | +$37.1K | 0.04% | 492 |
|
|
2015
Q1 | $2.11M | Buy |
62,079
+120
| +0.2% | +$4.08K | 0.04% | 476 |
|
|
2014
Q4 | $1.91M | Buy |
61,959
+8,621
| +16% | +$266K | 0.04% | 500 |
|
|
2014
Q3 | $1.45M | Sell |
53,338
-10,797
| -17% | -$294K | 0.03% | 534 |
|
|
2014
Q2 | $1.83M | Sell |
64,135
-846
| -1% | -$24.1K | 0.04% | 511 |
|
|
2014
Q1 | $1.68M | Sell |
64,981
-36,863
| -36% | -$951K | 0.03% | 534 |
|
|
2013
Q4 | $2.38M | Sell |
101,844
-4,432
| -4% | -$104K | 0.03% | 559 |
|
|
2013
Q3 | $2.52M | Sell |
106,276
-13,122
| -11% | -$311K | 0.03% | 523 |
|
|
2013
Q2 | $3.04M | Buy |
+119,398
| New | +$3.04M | 0.04% | 487 |
|