Karpas Strategies’s UDR UDR Stock Holding History

Karpas Strategies’s Portfolio UDR Stock Details UDR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$220K	Hold	5,356	–	–	0.07%	115
2024 Q1	$200K	Hold	5,356	–	–	0.06%	112
2023 Q4	$205K	Buy	+5,356	New	+$205K	0.07%	114
2023 Q3	–	Sell	-5,356	Closed	-$230K	–	116
2023 Q2	$230K	Sell	5,356 -100	-2%	-$4.3K	0.08%	114
2023 Q1	$224K	Hold	5,456	–	–	0.08%	112
2022 Q4	$211K	Hold	5,456	–	–	0.07%	112
2022 Q3	$228K	Sell	5,456 -500	-8%	-$20.9K	0.09%	104
2022 Q2	$274K	Hold	5,956	–	–	0.1%	100
2022 Q1	$342K	Sell	5,956 -525	-8%	-$30.1K	0.11%	98
2021 Q4	$389K	Hold	6,481	–	–	0.12%	92
2021 Q3	$358K	Hold	6,481	–	–	0.12%	93
2021 Q2	$317K	Sell	6,481 -200	-3%	-$9.78K	0.11%	96
2021 Q1	$293K	Hold	6,681	–	–	0.11%	96
2020 Q4	$257K	Hold	6,681	–	–	0.1%	113
2020 Q3	$218K	Hold	6,681	–	–	0.1%	114
2020 Q2	$250K	Hold	6,681	–	–	0.12%	101
2020 Q1	$244K	Hold	6,681	–	–	0.13%	96
2019 Q4	$312K	Sell	6,681 -343	-5%	-$16K	0.12%	99
2019 Q3	$341K	Hold	7,024	–	–	0.14%	90
2019 Q2	$315K	Hold	7,024	–	–	0.13%	94
2019 Q1	$319K	Sell	7,024 -1,471	-17%	-$66.8K	0.13%	96
2018 Q4	$337K	Hold	8,495	–	–	0.16%	84
2018 Q3	$343K	Hold	8,495	–	–	0.14%	93
2018 Q2	$319K	Hold	8,495	–	–	0.14%	97
2018 Q1	$303K	Hold	8,495	–	–	0.13%	98
2017 Q4	$327K	Hold	8,495	–	–	0.14%	91
2017 Q3	$323K	Hold	8,495	–	–	0.14%	94
2017 Q2	$331K	Hold	8,495	–	–	0.15%	94
2017 Q1	$308K	Hold	8,495	–	–	0.14%	96
2016 Q4	$310K	Hold	8,495	–	–	0.15%	94
2016 Q3	$306K	Hold	8,495	–	–	0.15%	94
2016 Q2	$314K	Hold	8,495	–	–	0.16%	89
2016 Q1	$327K	Hold	8,495	–	–	0.17%	86
2015 Q4	$319K	Hold	8,495	–	–	0.17%	90
2015 Q3	$293K	Hold	8,495	–	–	0.16%	94
2015 Q2	$272K	Hold	8,495	–	–	0.14%	102
2015 Q1	$289K	Hold	8,495	–	–	0.14%	97
2014 Q4	$262K	Hold	8,495	–	–	0.13%	101
2014 Q3	$231K	Hold	8,495	–	–	0.12%	109
2014 Q2	$243K	Hold	8,495	–	–	0.12%	104
2014 Q1	$219K	Buy	+8,495	New	+$219K	0.12%	106
2013 Q4	–	Sell	-8,495	Closed	-$201K	–	104
2013 Q3	$201K	Hold	8,495	–	–	0.12%	102
2013 Q2	$217K	Buy	+8,495	New	+$217K	0.13%	95