JFS Wealth Advisors’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$113	–	2046
2024 Q1	$113	Sell	3 -13	-81%	-$490	﹤0.01%	1940
2023 Q4	$613	Buy	+16	New	+$613	﹤0.01%	1765