Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,400
Closed -$608K 1049
2024
Q3
$608K Buy
+13,400
New +$574K 0.02% 564
2021
Q2
Sell
-18,279
Closed -$802K 2290
2021
Q1
$802K Buy
+18,279
New +$756K 0.02% 818
2020
Q4
Sell
-20,348
Closed -$664K 2238
2020
Q3
$664K Sell
20,348
-177,218
-90% -$6.22M 0.02% 976
2020
Q2
$7.38M Buy
+197,566
New +$7.38M 0.13% 174
2018
Q4
Sell
-19,449
Closed -$787K 1784
2018
Q3
$787K Sell
19,449
-41,212
-68% -$1.6M 0.01% 846
2018
Q2
$2.28M Buy
+60,661
New +$2.19M 0.04% 392
2017
Q3
Sell
-28,821
Closed -$1.12M 2443
2017
Q2
$1.12M Buy
28,821
+18,421
+177% +$701K 0.01% 1134
2017
Q1
$377K Buy
10,400
+379
+4% +$13.5K ﹤0.01% 1673
2016
Q4
$366K Sell
10,021
-9,700
-49% -$332K ﹤0.01% 1641
2016
Q3
$710K Buy
19,721
+9,274
+89% +$338K 0.01% 1239
2016
Q2
$386K Buy
10,447
+3,504
+50% +$126K ﹤0.01% 1661
2016
Q1
$268K Buy
+6,943
New +$248K ﹤0.01% 1575
2015
Q3
Sell
-20,084
Closed -$644K 1926
2015
Q2
$644K Buy
+20,084
New +$660K 0.01% 970
2014
Q4
Sell
-19,300
Closed -$526K 1373
2014
Q3
$526K Buy
+19,300
New +$558K 0.02% 520
2014
Q1
Sell
-14,471
Closed -$338K 1003
2013
Q4
$338K Buy
+14,471
New +$347K 0.02% 747

Other funds holding UDR