Partners in Financial Planning’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
12,368
| – | – | 0.09% | 67 |
|
|
2025
Q1 | $559K | Hold |
12,368
| – | – | 0.11% | 61 |
|
|
2024
Q4 | $537K | Hold |
12,368
| – | – | 0.11% | 65 |
|
|
2024
Q3 | $561K | Hold |
12,368
| – | – | 0.11% | 62 |
|
|
2024
Q2 | $509K | Hold |
12,368
| – | – | 0.11% | 63 |
|
|
2024
Q1 | $463K | Hold |
12,368
| – | – | 0.1% | 66 |
|
|
2023
Q4 | $474K | Hold |
12,368
| – | – | 0.11% | 65 |
|
|
2023
Q3 | $441K | Hold |
12,368
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $531K | Sell |
12,368
-4,461
| -27% | -$192K | 0.14% | 58 |
|
|
2023
Q1 | $691K | Hold |
16,829
| – | – | 0.18% | 50 |
|
|
2022
Q4 | $649K | Hold |
16,829
| – | – | 0.18% | 49 |
|
|
2022
Q3 | $677K | Hold |
16,829
| – | – | 0.19% | 46 |
|
|
2022
Q2 | $807K | Hold |
16,829
| – | – | 0.26% | 40 |
|
|
2022
Q1 | $980K | Hold |
16,829
| – | – | 0.31% | 34 |
|
|
2021
Q4 | $930K | Hold |
16,829
| – | – | 0.28% | 37 |
|
|
2021
Q3 | $892K | Hold |
16,829
| – | – | 0.28% | 37 |
|
|
2021
Q2 | $824K | Buy |
+16,829
| New | +$824K | 0.26% | 38 |
|