Kingswood Wealth 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 | $697K | Buy |
17,063
+1
| +0% | +$41 | 0.06% | 336 |
|
|
2025
Q1 | $771K | Sell |
17,062
-956
| -5% | -$43.2K | 0.07% | 304 |
|
|
2024
Q4 | $782K | Sell |
18,018
-161
| -0.9% | -$6.99K | 0.06% | 326 |
|
|
2024
Q3 | $824K | Sell |
18,179
-1,465
| -7% | -$66.4K | 0.06% | 339 |
|
|
2024
Q2 | $808K | Buy |
19,644
+1,763
| +10% | +$72.5K | 0.07% | 274 |
|
|
2024
Q1 | $669K | Sell |
17,881
-4,709
| -21% | -$176K | 0.08% | 275 |
|
|
2023
Q4 | $865K | Buy |
22,590
+76
| +0.3% | +$2.91K | 0.1% | 219 |
|
|
2023
Q3 | $803K | Buy |
+22,514
| New | +$803K | 0.14% | 175 |
|