Quantum Capital Management (California)’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,024
| Closed | -$113K | – | 291 |
|
|
2020
Q2 | $113K | Sell |
3,024
-617
| -17% | -$23.1K | 0.07% | 149 |
|
|
2020
Q1 | $133K | Sell |
3,641
-172
| -5% | -$6.28K | 0.09% | 149 |
|
|
2019
Q4 | $178K | Buy |
3,813
+778
| +26% | +$36.3K | 0.09% | 155 |
|
|
2019
Q3 | $147K | Sell |
3,035
-2,002
| -40% | -$97K | 0.07% | 180 |
|
|
2019
Q2 | $226K | Sell |
5,037
-181
| -3% | -$8.12K | 0.12% | 136 |
|
|
2019
Q1 | $237K | Sell |
5,218
-169
| -3% | -$7.68K | 0.13% | 130 |
|
|
2018
Q4 | $213K | Sell |
5,387
-257
| -5% | -$10.2K | 0.12% | 146 |
|
|
2018
Q3 | $228K | Hold |
5,644
| – | – | 0.08% | 167 |
|
|
2018
Q2 | $212K | Hold |
5,644
| – | – | 0.08% | 190 |
|
|
2018
Q1 | $201K | Buy |
+5,644
| New | +$201K | 0.05% | 188 |
|