IFP Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,500
| Closed | -$190K | – | 4698 |
|
|
2021
Q4 | $190K | Buy |
14,500
+1,500
| +12% | +$19.7K | ﹤0.01% | 960 |
|
|
2021
Q3 | $170K | Buy |
13,000
+9,750
| +300% | +$128K | ﹤0.01% | 1010 |
|
|
2021
Q2 | $0 | Buy |
3,250
+2,750
| +550% | – | ﹤0.01% | 5626 |
|
|
2021
Q1 | $0 | Hold |
500
| – | – | ﹤0.01% | 5441 |
|
|
2020
Q4 | $0 | Hold |
500
| – | – | ﹤0.01% | 5187 |
|
|
2020
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 2757 |
|
|
2020
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 2660 |
|
|
2020
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 2651 |
|
|
2019
Q4 | $1K | Sell |
500
-22,917
| -98% | -$45.8K | ﹤0.01% | 2775 |
|
|
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 | – | 4332 |
|
|
2016
Q3 | $210K | Sell |
65,777
-73,235
| -53% | -$234K | 0.01% | 981 |
|
|
2016
Q2 | $445K | Buy |
139,012
+122,975
| +767% | +$394K | 0.02% | 588 |
|
|
2016
Q1 | $87K | Buy |
16,037
+15,537
| +3,107% | +$84.3K | 0.01% | 742 |
|
|
2015
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 2914 |
|