Kingswood Wealth Advisors’s UDR UDR Stock Holding History

Kingswood Wealth Advisors’s Portfolio UDR Stock Details UDR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$606K	Sell
2025 Q2	$697K	Buy
2025 Q1	$771K	Sell
2024 Q4	$782K	Sell
2024 Q3	$824K	Sell
2024 Q2	$808K	Buy
2024 Q1	$669K	Sell
2023 Q4	$865K	Buy
2023 Q3	$803K	Buy