Legacy Private Trust’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,403
| Closed | -$265K | – | 229 |
|
|
2021
Q2 | $265K | Hold |
5,403
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $237K | Sell |
5,403
-2,161
| -29% | -$94.8K | 0.02% | 211 |
|
|
2020
Q4 | $291K | Buy |
+7,564
| New | +$291K | 0.03% | 209 |
|
|
2020
Q3 | – | Sell |
-5,403
| Closed | -$202K | – | 216 |
|
|
2020
Q2 | $202K | Buy |
+5,403
| New | +$202K | 0.02% | 202 |
|
|
2020
Q1 | – | Sell |
-5,403
| Closed | -$252K | – | 232 |
|
|
2019
Q4 | $252K | Buy |
+5,403
| New | +$252K | 0.03% | 218 |
|