Partners in Financial Planning’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $537K | Hold |
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|
2024
Q3 | $561K | Hold |
|
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|
2024
Q2 | $509K | Hold |
|
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|
2024
Q1 | $463K | Hold |
|
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|
2023
Q4 | $474K | Hold |
|
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|
2023
Q3 | $441K | Hold |
|
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|
2023
Q2 | $531K | Sell |
|
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|
2023
Q1 | $691K | Hold |
|
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|
2022
Q4 | $649K | Hold |
|
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|
2022
Q3 | $677K | Hold |
|
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|
2022
Q2 | $807K | Hold |
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|
2022
Q1 | $980K | Hold |
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|
2021
Q4 | $930K | Hold |
|
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|
2021
Q3 | $892K | Hold |
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|
2021
Q2 | $824K | Buy |
|