Private Trust Company’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7K | Buy |
1,095
+9
| +0.8% | +$367 | ﹤0.01% | 1266 |
|
|
2025
Q1 | $49.1K | Hold |
1,086
| – | – | 0.01% | 1205 |
|
|
2024
Q4 | $47.1K | Hold |
1,086
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q3 | $49.2K | Sell |
1,086
-13
| -1% | -$589 | 0.01% | 1144 |
|
|
2024
Q2 | $45.2K | Buy |
1,099
+13
| +1% | +$535 | ﹤0.01% | 1153 |
|
|
2024
Q1 | $40.6K | Buy |
1,086
+19
| +2% | +$711 | ﹤0.01% | 1177 |
|
|
2023
Q4 | $40.9K | Buy |
1,067
+1
| +0.1% | +$38 | ﹤0.01% | 1131 |
|
|
2023
Q3 | $38K | Sell |
1,066
-39
| -4% | -$1.39K | 0.01% | 1118 |
|
|
2023
Q2 | $47.5K | Sell |
1,105
-84
| -7% | -$3.61K | 0.01% | 1052 |
|
|
2023
Q1 | $48.8K | Hold |
1,189
| – | – | 0.01% | 1006 |
|
|
2022
Q4 | $46K | Buy |
1,189
+55
| +5% | +$2.13K | 0.01% | 989 |
|
|
2022
Q3 | $47K | Hold |
1,134
| – | – | 0.01% | 908 |
|
|
2022
Q2 | $52K | Buy |
+1,134
| New | +$52K | 0.01% | 908 |
|
|
2014
Q4 | – | Sell |
-1,412
| Closed | -$38K | – | 1130 |
|
|
2014
Q3 | $38K | Hold |
1,412
| – | – | 0.01% | 632 |
|
|
2014
Q2 | $40K | Hold |
1,412
| – | – | 0.01% | 635 |
|
|
2014
Q1 | $36K | Hold |
1,412
| – | – | 0.01% | 579 |
|
|
2013
Q4 | $33K | Hold |
1,412
| – | – | 0.01% | 555 |
|
|
2013
Q3 | $33K | Hold |
1,412
| – | – | 0.01% | 527 |
|
|
2013
Q2 | $36K | Buy |
+1,412
| New | +$36K | 0.02% | 479 |
|