Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,105
Closed -$262K 4608
2023
Q2
$262K Buy
+6,105
New +$251K ﹤0.01% 2700
2023
Q1
Sell
-5,901
Closed -$229K 4993
2022
Q4
$229K Sell
5,901
-4,796
-45% -$189K ﹤0.01% 3184
2022
Q3
$446K Sell
10,697
-9,473
-47% -$435K ﹤0.01% 2978
2022
Q2
$910K Buy
+20,170
New +$1.02M ﹤0.01% 3199
2021
Q2
Sell
-7,687
Closed -$362K 5782
2021
Q1
$337K Buy
+7,687
New +$318K ﹤0.01% 3540
2020
Q3
Sell
-350
Closed -$12.3K 4902
2020
Q2
$13K Sell
350
-16,941
-98% -$633K ﹤0.01% 4209
2020
Q1
$632K Buy
+17,291
New +$783K ﹤0.01% 1888
2019
Q4
Sell
-14,840
Closed -$714K 4098
2019
Q3
$714K Buy
+14,840
New +$699K ﹤0.01% 2007
2019
Q1
Sell
-2,196
Closed -$95.3K 4647
2018
Q4
$87K Buy
+2,196
New +$88.7K ﹤0.01% 3456

Other funds holding UDR