Pathstone Family Office’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $670K | Buy |
18,775
+3,396
| +22% | +$121K | 0.01% | 886 |
|
|
2023
Q2 | $672K | Buy |
15,379
+1,518
| +11% | +$66.3K | 0.01% | 622 |
|
|
2023
Q1 | $570K | Sell |
13,861
-20,457
| -60% | -$841K | 0.01% | 625 |
|
|
2022
Q4 | $1.18M | Buy |
34,318
+294
| +0.9% | +$10.1K | 0.01% | 710 |
|
|
2022
Q3 | $1.42M | Buy |
+34,024
| New | +$1.42M | 0.01% | 564 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | – | – | 1283 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1009 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 968 |
|
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 828 |
|