Plante Moran Financial Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-169
| Closed | -$6.47K | – | 950 |
|
|
2023
Q4 | $6.47K | Hold |
169
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $6.03K | Hold |
169
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $7.26K | Hold |
169
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $6.94K | Hold |
169
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $6.55K | Hold |
169
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $7K | Hold |
169
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $8K | Hold |
169
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $10K | Hold |
169
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $10K | Hold |
169
| – | – | ﹤0.01% | 691 |
|
|
2021
Q3 | $9K | Hold |
169
| – | – | ﹤0.01% | 716 |
|
|
2021
Q2 | $8K | Hold |
169
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $7K | Buy |
+169
| New | +$7K | ﹤0.01% | 721 |
|