Independent Order of Foresters’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,770
| Closed | -$312K | – | 80 |
|
|
2018
Q1 | $312K | Hold |
8,770
| – | – | 0.29% | 62 |
|
|
2017
Q4 | $338K | Sell |
8,770
-2,472
| -22% | -$95.3K | 0.3% | 61 |
|
|
2017
Q3 | $428K | Hold |
11,242
| – | – | 0.35% | 57 |
|
|
2017
Q2 | $438K | Hold |
11,242
| – | – | 0.36% | 58 |
|
|
2017
Q1 | $408K | Hold |
11,242
| – | – | 0.35% | 63 |
|
|
2016
Q4 | $410K | Sell |
11,242
-420
| -4% | -$15.3K | 0.35% | 60 |
|
|
2016
Q3 | $420K | Sell |
11,662
-840
| -7% | -$30.3K | 0.34% | 62 |
|
|
2016
Q2 | $462K | Hold |
12,502
| – | – | 0.34% | 54 |
|
|
2016
Q1 | $482K | Hold |
12,502
| – | – | 0.37% | 53 |
|
|
2015
Q4 | $470K | Hold |
12,502
| – | – | 0.37% | 53 |
|
|
2015
Q3 | $431K | Buy |
12,502
+4,100
| +49% | +$141K | 0.37% | 58 |
|
|
2015
Q2 | $269K | Hold |
8,402
| – | – | 0.26% | 75 |
|
|
2015
Q1 | $286K | Sell |
8,402
-4,000
| -32% | -$136K | 0.27% | 74 |
|
|
2014
Q4 | $382K | Sell |
12,402
-4,500
| -27% | -$139K | 0.4% | 66 |
|
|
2014
Q3 | $461K | Sell |
16,902
-15,200
| -47% | -$415K | 0.46% | 57 |
|
|
2014
Q2 | $919K | Sell |
32,102
-17,000
| -35% | -$487K | 0.83% | 26 |
|
|
2014
Q1 | $1.27M | Sell |
49,102
-12,000
| -20% | -$310K | 1.17% | 23 |
|
|
2013
Q4 | $1.43M | Sell |
61,102
-15,000
| -20% | -$350K | 1.41% | 17 |
|
|
2013
Q3 | $1.8M | Buy |
76,102
+22,900
| +43% | +$543K | 1.77% | 11 |
|
|
2013
Q2 | $1.36M | Buy |
+53,202
| New | +$1.36M | 1.36% | 17 |
|