Prestige Wealth Management Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-40
| Closed | -$1.47K | – | 1171 |
|
|
2025
Q4 | $1.47K | Hold |
40
| – | – | ﹤0.01% | 816 |
|
|
2025
Q3 | $1.49K | Hold |
40
| – | – | ﹤0.01% | 799 |
|
|
2025
Q2 | $1.63K | Hold |
40
| – | – | ﹤0.01% | 777 |
|
|
2025
Q1 | $1.81K | Hold |
40
| – | – | ﹤0.01% | 761 |
|
|
2024
Q4 | $1.74K | Hold |
40
| – | – | ﹤0.01% | 806 |
|
|
2024
Q3 | $1.81K | Hold |
40
| – | – | ﹤0.01% | 794 |
|
|
2024
Q2 | $1.65K | Hold |
40
| – | – | ﹤0.01% | 759 |
|
|
2024
Q1 | $1.5K | Hold |
40
| – | – | ﹤0.01% | 814 |
|
|
2023
Q4 | $1.53K | Hold |
40
| – | – | ﹤0.01% | 801 |
|
|
2023
Q3 | $1.43K | Hold |
40
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $1.72K | Hold |
40
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $1.64K | Hold |
40
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $1.55K | Hold |
40
| – | – | ﹤0.01% | 890 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 785 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 797 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 819 |
|
|
2021
Q4 | $2K | Sell |
40
-8
| -17% | -$450 | ﹤0.01% | 840 |
|
|
2021
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 763 |
|
|
2021
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 830 |
|
|
2021
Q1 | $2K | Sell |
48
-4
| -8% | -$165 | ﹤0.01% | 827 |
|
|
2020
Q4 | $2K | Sell |
52
-195
| -79% | -$7.11K | ﹤0.01% | 795 |
|
|
2020
Q3 | $8K | Sell |
247
-59
| -19% | -$2.07K | ﹤0.01% | 477 |
|
|
2020
Q2 | $11K | Buy |
306
+106
| +53% | +$3.96K | ﹤0.01% | 417 |
|
|
2020
Q1 | $7K | Buy |
+200
| New | +$9.05K | ﹤0.01% | 446 |
|
|
2019
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1101 |
|
|
2018
Q4 | $1K | Buy |
+27
| New | +$1.09K | ﹤0.01% | 1133 |
|
Other funds holding UDR
VPM
VCM
CIM