Mechanics Bank - Trust Department’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-6,372
| Closed | -$245K | – | 121 |
|
2016
Q1 | $245K | Sell |
6,372
-456
| -7% | -$17.5K | 0.1% | 106 |
|
2015
Q4 | $256K | Hold |
6,828
| – | – | 0.1% | 106 |
|
2015
Q3 | $236K | Sell |
6,828
-250
| -4% | -$8.64K | 0.09% | 107 |
|
2015
Q2 | $226K | Sell |
7,078
-200
| -3% | -$6.39K | 0.08% | 121 |
|
2015
Q1 | $248K | Sell |
7,278
-621
| -8% | -$21.2K | 0.08% | 121 |
|
2014
Q4 | $244K | Sell |
7,899
-2,518
| -24% | -$77.8K | 0.08% | 124 |
|
2014
Q3 | $284K | Sell |
10,417
-2,464
| -19% | -$67.2K | 0.09% | 124 |
|
2014
Q2 | $369K | Sell |
12,881
-594
| -4% | -$17K | 0.11% | 111 |
|
2014
Q1 | $348K | Sell |
13,475
-433
| -3% | -$11.2K | 0.08% | 119 |
|
2013
Q4 | $325K | Sell |
13,908
-324
| -2% | -$7.57K | 0.08% | 118 |
|
2013
Q3 | $337K | Hold |
14,232
| – | – | 0.09% | 116 |
|
2013
Q2 | $363K | Buy |
+14,232
| New | +$363K | 0.1% | 108 |
|