Naviter Wealth’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
19,102
+1,851
| +11% | +$75.6K | 0.1% | 175 |
|
|
2025
Q1 | $768K | Buy |
17,251
+814
| +5% | +$36.3K | 0.09% | 184 |
|
|
2024
Q4 | $714K | Buy |
+16,437
| New | +$714K | 0.09% | 190 |
|
|
2024
Q1 | – | Sell |
-13,877
| Closed | -$531K | – | 248 |
|
|
2023
Q4 | $531K | Sell |
13,877
-2,057
| -13% | -$78.8K | 0.11% | 171 |
|
|
2023
Q3 | $568K | Buy |
15,934
+1,355
| +9% | +$48.3K | 0.14% | 164 |
|
|
2023
Q2 | $626K | Buy |
14,579
+2,081
| +17% | +$89.4K | 0.16% | 158 |
|
|
2023
Q1 | $513K | Buy |
12,498
+2,558
| +26% | +$105K | 0.18% | 149 |
|
|
2022
Q4 | $408K | Buy |
9,940
+2,032
| +26% | +$83.3K | 0.11% | 164 |
|
|
2022
Q3 | $330K | Buy |
+7,908
| New | +$330K | 0.13% | 154 |
|