Next Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,069
| Closed | -$220K | – | 145 |
|
|
2024
Q4 | $220K | Buy |
5,069
+69
| +1% | +$3K | 0.09% | 129 |
|
|
2024
Q3 | $227K | Buy |
+5,000
| New | +$227K | 0.09% | 120 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$4K | – | 781 |
|
|
2019
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 721 |
|