Regal Investment Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | -$82K | – | 272 |
|
|
2016
Q1 | – | Sell |
-25,670
| Closed | -$282K | – | 243 |
|
|
2015
Q4 | $282K | Hold |
25,670
| – | – | 0.07% | 207 |
|
|
2015
Q3 | $451K | Hold |
25,670
| – | – | 0.12% | 157 |
|
|
2015
Q2 | $448K | Hold |
25,670
| – | – | 0.12% | 162 |
|
|
2015
Q1 | $450K | Sell |
25,670
-5,837
| -19% | -$102K | 0.11% | 165 |
|
|
2014
Q4 | $578K | Buy |
31,507
+9,928
| +46% | +$182K | 0.15% | 137 |
|
|
2014
Q3 | $428K | Buy |
+21,579
| New | +$428K | 0.13% | 154 |
|