J.P. Morgan Private Wealth Advisors’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.97M | Sell |
83,297
-105,569
| -56% | -$3.77M | 0.01% | 626 |
|
|
2023
Q2 | $8.11M | Sell |
188,866
-33,274
| -15% | -$1.43M | 0.04% | 261 |
|
|
2023
Q1 | $9.12M | Sell |
222,140
-3,703
| -2% | -$152K | 0.02% | 453 |
|
|
2022
Q4 | $8.75M | Sell |
225,843
-7,026
| -3% | -$272K | 0.02% | 449 |
|
|
2022
Q3 | $9.71M | Buy |
232,869
+14,835
| +7% | +$619K | 0.03% | 408 |
|
|
2022
Q2 | $10M | Buy |
218,034
+3,760
| +2% | +$173K | 0.03% | 402 |
|
|
2022
Q1 | $12.3M | Sell |
214,274
-548
| -0.3% | -$31.4K | 0.03% | 400 |
|
|
2021
Q4 | $12.9M | Buy |
214,822
+5,725
| +3% | +$343K | 0.03% | 393 |
|
|
2021
Q3 | $11.1M | Buy |
209,097
+5,567
| +3% | +$295K | 0.03% | 405 |
|
|
2021
Q2 | $9.97M | Buy |
203,530
+11,919
| +6% | +$584K | 0.03% | 415 |
|
|
2021
Q1 | $8.4M | Sell |
191,611
-9,071
| -5% | -$398K | 0.03% | 396 |
|
|
2020
Q4 | $7.71M | Sell |
200,682
-20,176
| -9% | -$775K | 0.03% | 395 |
|
|
2020
Q3 | $7.2M | Sell |
220,858
-72,414
| -25% | -$2.36M | 0.03% | 381 |
|
|
2020
Q2 | $11M | Sell |
293,272
-13,926
| -5% | -$521K | 0.05% | 271 |
|
|
2020
Q1 | $11.2M | Sell |
307,198
-11,348
| -4% | -$415K | 0.06% | 244 |
|
|
2019
Q4 | $14.9M | Buy |
318,546
+8,926
| +3% | +$417K | 0.07% | 249 |
|
|
2019
Q3 | $15M | Sell |
309,620
-1,904
| -0.6% | -$92.3K | 0.08% | 224 |
|
|
2019
Q2 | $14M | Sell |
311,524
-112,307
| -26% | -$5.04M | 0.08% | 236 |
|
|
2019
Q1 | $19.3M | Buy |
423,831
+470
| +0.1% | +$21.4K | 0.1% | 199 |
|
|
2018
Q4 | $16.8M | Buy |
423,361
+5,989
| +1% | +$237K | 0.1% | 194 |
|
|
2018
Q3 | $16.9M | Buy |
417,372
+9,863
| +2% | +$399K | 0.08% | 225 |
|
|
2018
Q2 | $15.3M | Buy |
+407,509
| New | +$15.3M | 0.09% | 220 |
|