Legend Financial Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$41.2K | – | 266 |
|
|
2024
Q2 | $41.2K | Hold |
1,000
| – | – | 0.03% | 67 |
|
|
2024
Q1 | $37.4K | Sell |
1,000
-1,000
| -50% | -$37.4K | 0.03% | 65 |
|
|
2023
Q4 | $76.6K | Hold |
2,000
| – | – | 0.06% | 48 |
|
|
2023
Q3 | $71.3K | Hold |
2,000
| – | – | 0.06% | 58 |
|
|
2023
Q2 | $85.9K | Hold |
2,000
| – | – | 0.07% | 53 |
|
|
2023
Q1 | $82.1K | Sell |
2,000
-1,500
| -43% | -$61.6K | 0.07% | 50 |
|
|
2022
Q4 | $136K | Hold |
3,500
| – | – | 0.12% | 46 |
|
|
2022
Q3 | $146K | Buy |
+3,500
| New | +$146K | 0.14% | 38 |
|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$210K | – | 45 |
|
|
2021
Q4 | $210K | Buy |
+3,500
| New | +$210K | 0.15% | 39 |
|