Moody National Bank Trust Division’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 |
-9,767
| Closed | -$402K | – | 485 |
|
|
2024
Q2 | $402K | Hold |
9,767
| – | – | 0.03% | 344 |
|
|
2024
Q1 | $365K | Hold |
9,767
| – | – | 0.03% | 368 |
|
|
2023
Q4 | $374K | Sell |
9,767
-2,794
| -22% | -$107K | 0.03% | 384 |
|
|
2023
Q3 | $448K | Hold |
12,561
| – | – | 0.03% | 411 |
|
|
2023
Q2 | $540K | Hold |
12,561
| – | – | 0.04% | 351 |
|
|
2023
Q1 | $516K | Hold |
12,561
| – | – | 0.04% | 358 |
|
|
2022
Q4 | $487K | Hold |
12,561
| – | – | 0.04% | 350 |
|
|
2022
Q3 | $524K | Hold |
12,561
| – | – | 0.05% | 314 |
|
|
2022
Q2 | $578K | Buy |
12,561
+2,794
| +29% | +$129K | 0.06% | 260 |
|
|
2022
Q1 | $560K | Sell |
9,767
-129
| -1% | -$7.4K | 0.02% | 263 |
|
|
2021
Q4 | $594K | Sell |
9,896
-586
| -6% | -$35.2K | 0.02% | 268 |
|
|
2021
Q3 | $555K | Hold |
10,482
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $513K | Hold |
10,482
| – | – | 0.01% | 316 |
|
|
2021
Q1 | $460K | Hold |
10,482
| – | – | 0.01% | 319 |
|
|
2020
Q4 | $403K | Hold |
10,482
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $342K | Sell |
10,482
-107
| -1% | -$3.49K | 0.01% | 308 |
|
|
2020
Q2 | $396K | Sell |
10,589
-326
| -3% | -$12.2K | 0.01% | 297 |
|
|
2020
Q1 | $399K | Hold |
10,915
| – | – | 0.01% | 275 |
|
|
2019
Q4 | $510K | Hold |
10,915
| – | – | 0.01% | 275 |
|
|
2019
Q3 | $529K | Hold |
10,915
| – | – | 0.01% | 271 |
|
|
2019
Q2 | $490K | Hold |
10,915
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $496K | Buy |
10,915
+107
| +1% | +$4.86K | 0.01% | 274 |
|
|
2018
Q4 | $429K | Buy |
10,808
+326
| +3% | +$12.9K | 0.01% | 272 |
|
|
2018
Q3 | $423K | Sell |
10,482
-3,999
| -28% | -$161K | 0.01% | 282 |
|
|
2018
Q2 | $544K | Hold |
14,481
| – | – | 0.03% | 143 |
|
|
2018
Q1 | $516K | Hold |
14,481
| – | – | 0.03% | 146 |
|
|
2017
Q4 | $558K | Hold |
14,481
| – | – | 0.03% | 139 |
|
|
2017
Q3 | $550K | Hold |
14,481
| – | – | 0.03% | 134 |
|
|
2017
Q2 | $564K | Hold |
14,481
| – | – | 0.03% | 148 |
|
|
2017
Q1 | $525K | Hold |
14,481
| – | – | 0.03% | 157 |
|
|
2016
Q4 | $528K | Hold |
14,481
| – | – | 0.03% | 147 |
|
|
2016
Q3 | $521K | Hold |
14,481
| – | – | 0.03% | 145 |
|
|
2016
Q2 | $534K | Hold |
14,481
| – | – | 0.03% | 143 |
|
|
2016
Q1 | $558K | Hold |
14,481
| – | – | 0.04% | 134 |
|
|
2015
Q4 | $544K | Hold |
14,481
| – | – | 0.04% | 122 |
|
|
2015
Q3 | $499K | Hold |
14,481
| – | – | 0.04% | 134 |
|
|
2015
Q2 | $463K | Hold |
14,481
| – | – | 0.03% | 162 |
|
|
2015
Q1 | $493K | Hold |
14,481
| – | – | 0.04% | 154 |
|
|
2014
Q4 | $446K | Hold |
14,481
| – | – | 0.03% | 183 |
|
|
2014
Q3 | $394K | Hold |
14,481
| – | – | 0.03% | 194 |
|
|
2014
Q2 | $414K | Hold |
14,481
| – | – | 0.03% | 188 |
|
|
2014
Q1 | $374K | Hold |
14,481
| – | – | 0.03% | 195 |
|
|
2013
Q4 | $339K | Hold |
14,481
| – | – | 0.02% | 202 |
|
|
2013
Q3 | $343K | Hold |
14,481
| – | – | 0.03% | 188 |
|
|
2013
Q2 | $369K | Buy |
+14,481
| New | +$369K | 0.03% | 168 |
|