IFP Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,500
| Closed | -$190K | – | 4691 |
|
|
2021
Q4 | $190K | Buy |
14,500
+1,500
| +12% | +$19.7K | ﹤0.01% | 973 |
|
|
2021
Q3 | $170K | Buy |
13,000
+9,750
| +300% | +$128K | ﹤0.01% | 1044 |
|
|
2021
Q2 | $0 | Buy |
3,250
+2,750
| +550% | – | ﹤0.01% | 3380 |
|
|
2021
Q1 | $0 | Hold |
500
| – | – | ﹤0.01% | 3378 |
|
|
2020
Q4 | $0 | Hold |
500
| – | – | ﹤0.01% | 3252 |
|
|
2020
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 2783 |
|
|
2020
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 2690 |
|
|
2020
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 2695 |
|
|
2019
Q4 | $1K | Sell |
500
-22,917
| -98% | -$45.8K | ﹤0.01% | 2788 |
|
|
2019
Q3 | $91K | Buy |
+23,417
| New | +$91K | 0.01% | 1102 |
|
|
2019
Q1 | $87K | Buy |
+16,037
| New | +$87K | 0.01% | 742 |
|
|
2016
Q4 | – | Sell |
-65,777
| Closed | -$210K | – | 4363 |
|
|
2016
Q3 | $210K | Sell |
65,777
-73,235
| -53% | -$234K | 0.01% | 984 |
|
|
2016
Q2 | $445K | Buy |
139,012
+122,975
| +767% | +$394K | 0.02% | 588 |
|
|
2016
Q1 | $87K | Buy |
16,037
+15,537
| +3,107% | +$138K | 0.01% | 742 |
|
|
2015
Q4 | $6K | Buy |
+500
| New | +$8.04K | ﹤0.01% | 2929 |
|
IFP Advisors's UDF Position: Q1 2022 in Review
IFP Advisors sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2022, closing a stake of 14,500 shares — an estimated $190K sold.
IFP Advisors first reported a position in UDF in Q4 2015 and held it in 15 quarters. The position peaked at $445K in Q2 2016. 1 fund tracked by Wall St. Rank holds UDF as of Q1 2022.
- IFP Advisors reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2022 after selling out during the quarter.
- IFP Advisors sold 14,500 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2022, an estimated $190K.
- IFP Advisors first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q4 2015 and held it in 15 quarters.
- IFP Advisors's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $445K in Q2 2016.
- 1 fund tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2022.
Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.