KCM Investment Advisors’s UDR UDR Stock Holding History

KCM Investment Advisors’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,000	Closed	-$246K	–	409
2023 Q1	$246K	Sell	6,000 -63	-1%	-$2.59K	0.01%	371
2022 Q4	$235K	Buy	6,063 +63	+1%	+$2.44K	0.01%	368
2022 Q3	$250K	Hold	6,000	–	–	0.01%	337
2022 Q2	$276K	Hold	6,000	–	–	0.01%	343
2022 Q1	$344K	Hold	6,000	–	–	0.01%	340
2021 Q4	$360K	Hold	6,000	–	–	0.01%	322
2021 Q3	$318K	Hold	6,000	–	–	0.01%	323
2021 Q2	$294K	Hold	6,000	–	–	0.01%	326
2021 Q1	$263K	Hold	6,000	–	–	0.01%	324
2020 Q4	$231K	Buy	+6,000	New	+$231K	0.01%	323
2020 Q3	–	Sell	-6,122	Closed	-$229K	–	336
2020 Q2	$229K	Sell	6,122 -6,661	-52%	-$249K	0.01%	308
2020 Q1	$467K	Buy	12,783 +3,081	+32%	+$113K	0.03%	219
2019 Q4	$453K	Buy	9,702 +430	+5%	+$20.1K	0.02%	251
2019 Q3	$450K	Buy	9,272 +1,894	+26%	+$91.9K	0.03%	248
2019 Q2	$331K	Hold	7,378	–	–	0.02%	268
2019 Q1	$335K	Buy	7,378 +878	+14%	+$39.9K	0.02%	267
2018 Q4	$258K	Hold	6,500	–	–	0.02%	434
2018 Q3	$263K	Hold	6,500	–	–	0.02%	453
2018 Q2	$244K	Sell	6,500 -1,180	-15%	-$44.3K	0.02%	466
2018 Q1	$274K	Hold	7,680	–	–	0.02%	451
2017 Q4	$296K	Buy	7,680 +600	+8%	+$23.1K	0.02%	436
2017 Q3	$269K	Hold	7,080	–	–	0.02%	450
2017 Q2	$276K	Hold	7,080	–	–	0.02%	450
2017 Q1	$257K	Hold	7,080	–	–	0.02%	471
2016 Q4	$258K	Hold	7,080	–	–	0.02%	474
2016 Q3	$255K	Hold	7,080	–	–	0.02%	473
2016 Q2	$261K	Hold	7,080	–	–	0.02%	454
2016 Q1	$273K	Hold	7,080	–	–	0.02%	433
2015 Q4	$266K	Hold	7,080	–	–	0.02%	437
2015 Q3	$244K	Hold	7,080	–	–	0.02%	460
2015 Q2	$227K	Hold	7,080	–	–	0.02%	487
2015 Q1	$241K	Hold	7,080	–	–	0.02%	477
2014 Q4	$218K	Buy	+7,080	New	+$218K	0.02%	481
2014 Q3	–	Sell	-7,580	Closed	-$217K	–	508
2014 Q2	$217K	Buy	+7,580	New	+$217K	0.02%	455
2014 Q1	–	Sell	-9,030	Closed	-$211K	–	460
2013 Q4	$211K	Buy	+9,030	New	+$211K	0.02%	426
2013 Q3	–	Sell	-8,173	Closed	-$208K	–	438
2013 Q2	$208K	Buy	+8,173	New	+$208K	0.03%	406