Napa Wealth Management’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,731	Closed	-$305K	–	215
2024 Q3	$305K	Buy	6,731 +1,225	+22%	+$55.5K	0.14%	134
2024 Q2	$227K	Buy	+5,506	New	+$227K	0.15%	99