Nelson Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,135
| Closed | -$96K | – | 346 |
|
|
2019
Q2 | $96K | Buy |
+2,135
| New | +$96K | 0.02% | 115 |
|
|
2019
Q1 | – | Sell |
-2,135
| Closed | -$85K | – | 331 |
|
|
2018
Q4 | $85K | Sell |
2,135
-100
| -4% | -$3.98K | 0.02% | 109 |
|
|
2018
Q3 | $90K | Hold |
2,235
| – | – | 0.02% | 106 |
|
|
2018
Q2 | $84K | Buy |
+2,235
| New | +$84K | 0.02% | 108 |
|
|
2018
Q1 | – | Sell |
-2,235
| Closed | -$86K | – | 318 |
|
|
2017
Q4 | $86K | Hold |
2,235
| – | – | 0.03% | 109 |
|
|
2017
Q3 | $85K | Hold |
2,235
| – | – | 0.03% | 105 |
|
|
2017
Q2 | $87K | Hold |
2,235
| – | – | 0.03% | 107 |
|
|
2017
Q1 | $81K | Hold |
2,235
| – | – | 0.03% | 111 |
|
|
2016
Q4 | $82K | Hold |
2,235
| – | – | 0.03% | 105 |
|
|
2016
Q3 | $80K | Buy |
+2,235
| New | +$80K | 0.03% | 106 |
|