Private Wealth Management Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33K | Hold |
155
| – | – | ﹤0.01% | 657 |
|
|
2025
Q1 | $7K | Sell |
155
-3
| -2% | -$136 | ﹤0.01% | 595 |
|
|
2024
Q4 | $6.86K | Buy |
158
+3
| +2% | +$130 | ﹤0.01% | 615 |
|
|
2024
Q3 | $7.03K | Buy |
155
+2
| +1% | +$91 | ﹤0.01% | 589 |
|
|
2024
Q2 | $6.3K | Hold |
153
| – | – | ﹤0.01% | 616 |
|
|
2024
Q1 | $5.72K | Hold |
153
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $5.86K | Buy |
+153
| New | +$5.86K | ﹤0.01% | 572 |
|