MBM Wealth Consultants’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-216
| Closed | -$9K | – | 262 |
|
|
2023
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 220 |
|
|
2022
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $9K | Sell |
216
-298
| -58% | -$12.4K | ﹤0.01% | 220 |
|
|
2022
Q2 | $44K | Buy |
514
+298
| +138% | +$25.5K | 0.02% | 164 |
|
|
2022
Q1 | $12K | Hold |
216
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $13K | Hold |
216
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $11K | Hold |
216
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $11K | Hold |
216
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 215 |
|
|
2020
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 193 |
|
|
2020
Q3 | $7K | Hold |
216
| – | – | ﹤0.01% | 186 |
|
|
2020
Q2 | $8K | Hold |
216
| – | – | 0.01% | 179 |
|
|
2020
Q1 | $8K | Hold |
216
| – | – | 0.01% | 166 |
|
|
2019
Q4 | $10K | Hold |
216
| – | – | 0.01% | 173 |
|
|
2019
Q3 | $10K | Hold |
216
| – | – | 0.01% | 169 |
|
|
2019
Q2 | $10K | Hold |
216
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $10K | Hold |
216
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $9K | Buy |
+216
| New | +$9K | 0.01% | 183 |
|