Perigon Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-729
| Closed | -$28K | – | 991 |
|
|
2020
Q4 | $28K | Buy |
+729
| New | +$28K | ﹤0.01% | 920 |
|
|
2017
Q3 | – | Sell |
-2,600
| Closed | -$101K | – | 714 |
|
|
2017
Q2 | $101K | Buy |
2,600
+1,000
| +63% | +$38.8K | 0.02% | 303 |
|
|
2017
Q1 | $58K | Buy |
+1,600
| New | +$58K | 0.01% | 378 |
|