Oakbrook Investments’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,724
| Closed | -$361K | – | 490 |
|
|
2019
Q4 | $361K | Sell |
7,724
-4,400
| -36% | -$211K | 0.07% | 414 |
|
|
2019
Q3 | $588K | Sell |
12,124
-1,150
| -9% | -$54.2K | 0.04% | 352 |
|
|
2019
Q2 | $596K | Buy |
13,274
+230
| +2% | +$10.4K | 0.04% | 360 |
|
|
2019
Q1 | $593K | Buy |
13,044
+300
| +2% | +$13K | 0.04% | 363 |
|
|
2018
Q4 | $505K | Sell |
12,744
-1,461
| -10% | -$59K | 0.03% | 365 |
|
|
2018
Q3 | $574K | Buy |
14,205
+4,100
| +41% | +$160K | 0.03% | 417 |
|
|
2018
Q2 | $379K | Buy |
10,105
+20
| +0.2% | +$723 | 0.02% | 407 |
|
|
2018
Q1 | $359K | Buy |
10,085
+400
| +4% | +$14.1K | 0.02% | 428 |
|
|
2017
Q4 | $373K | Hold |
9,685
| – | – | 0.02% | 417 |
|
|
2017
Q3 | $368K | Hold |
9,685
| – | – | 0.02% | 398 |
|
|
2017
Q2 | $377K | Sell |
9,685
-500
| -5% | -$19K | 0.03% | 378 |
|
|
2017
Q1 | $369K | Sell |
10,185
-950
| -9% | -$34K | 0.02% | 394 |
|
|
2016
Q4 | $406K | Sell |
11,135
-2,300
| -17% | -$78.8K | 0.03% | 399 |
|
|
2016
Q3 | $484K | Sell |
13,435
-1,600
| -11% | -$58.3K | 0.03% | 364 |
|
|
2016
Q2 | $555K | Buy |
15,035
+900
| +6% | +$32.2K | 0.03% | 356 |
|
|
2016
Q1 | $545K | Buy |
14,135
+1,071
| +8% | +$38.3K | 0.04% | 333 |
|
|
2015
Q4 | $491K | Buy |
13,064
+200
| +2% | +$7.18K | 0.03% | 353 |
|
|
2015
Q3 | $444K | Buy |
12,864
+400
| +3% | +$13.3K | 0.03% | 370 |
|
|
2015
Q2 | $399K | Buy |
12,464
+500
| +4% | +$16.4K | 0.02% | 402 |
|
|
2015
Q1 | $407K | Buy |
11,964
+400
| +3% | +$13.2K | 0.02% | 411 |
|
|
2014
Q4 | $356K | Buy |
11,564
+200
| +2% | +$6K | 0.02% | 428 |
|
|
2014
Q3 | $310K | Sell |
11,364
-2,349
| -17% | -$68K | 0.02% | 426 |
|
|
2014
Q2 | $393K | Sell |
13,713
-700
| -5% | -$18.8K | 0.01% | 427 |
|
|
2014
Q1 | $372K | Sell |
14,413
-874
| -6% | -$21.9K | 0.01% | 450 |
|
|
2013
Q4 | $357K | Sell |
15,287
-1,516
| -9% | -$36.3K | 0.01% | 462 |
|
|
2013
Q3 | $398K | Sell |
16,803
-3,300
| -16% | -$80.3K | 0.01% | 436 |
|
|
2013
Q2 | $512K | Buy |
+20,103
| New | +$498K | 0.01% | 424 |
|
Other funds holding UDR
