Karpas Strategies’s UDR UDR Stock Holding History

Karpas Strategies’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$220K	Hold
2024 Q1	$200K	Hold
2023 Q4	$205K	Buy
2023 Q3	–	Sell
2023 Q2	$230K	Sell
2023 Q1	$224K	Hold
2022 Q4	$211K	Hold
2022 Q3	$228K	Sell
2022 Q2	$274K	Hold
2022 Q1	$342K	Sell
2021 Q4	$389K	Hold
2021 Q3	$358K	Hold
2021 Q2	$317K	Sell
2021 Q1	$293K	Hold
2020 Q4	$257K	Hold
2020 Q3	$218K	Hold
2020 Q2	$250K	Hold
2020 Q1	$244K	Hold
2019 Q4	$312K	Sell
2019 Q3	$341K	Hold
2019 Q2	$315K	Hold
2019 Q1	$319K	Sell
2018 Q4	$337K	Hold
2018 Q3	$343K	Hold
2018 Q2	$319K	Hold
2018 Q1	$303K	Hold
2017 Q4	$327K	Hold
2017 Q3	$323K	Hold
2017 Q2	$331K	Hold
2017 Q1	$308K	Hold
2016 Q4	$310K	Hold
2016 Q3	$306K	Hold
2016 Q2	$314K	Hold
2016 Q1	$327K	Hold
2015 Q4	$319K	Hold
2015 Q3	$293K	Hold
2015 Q2	$272K	Hold
2015 Q1	$289K	Hold
2014 Q4	$262K	Hold
2014 Q3	$231K	Hold
2014 Q2	$243K	Hold
2014 Q1	$219K	Buy
2013 Q4	–	Sell
2013 Q3	$201K	Hold
2013 Q2	$217K	Buy