JNBA Financial Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
+410
| New | +$16.7K | ﹤0.01% | 415 |
|
|
2018
Q4 | – | Sell |
-582
| Closed | -$24K | – | 724 |
|
|
2018
Q3 | $24K | Buy |
+582
| New | +$24K | 0.01% | 299 |
|
|
2016
Q4 | – | Sell |
-380
| Closed | -$14K | – | 1296 |
|
|
2016
Q3 | $14K | Buy |
+380
| New | +$14K | ﹤0.01% | 932 |
|