NWM
Nicola Wealth Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29,691
| Closed | -$1.28M | – | 117 |
|
|
2023
Q2 | $1.28M | Sell |
29,691
-28,464
| -49% | -$1.22M | 0.13% | 95 |
|
|
2023
Q1 | $2.39M | Buy |
58,155
+4,500
| +8% | +$185K | 0.24% | 84 |
|
|
2022
Q4 | $2.07M | Buy |
53,655
+11,700
| +28% | +$452K | 0.21% | 93 |
|
|
2022
Q3 | $1.75M | Sell |
41,955
-2,700
| -6% | -$113K | 0.19% | 94 |
|
|
2022
Q2 | $2.06M | Buy |
+44,655
| New | +$2.06M | 0.2% | 94 |
|