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Principia Wealth Advisory’s UDR UDR Stock Holding History

Principia Wealth Advisory’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$449 Buy
11
+1
+10% +$41 ﹤0.01% 754
2025
Q1 		$411 Sell
10
-12
-55% -$493 ﹤0.01% 618
2024
Q4 		$955 Buy
+22
New +$955 ﹤0.01% 378