RIA
UDF

Regal Investment Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

Regal Investment Advisors’s Portfolio UDF Stock Details UDF Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Hold
2016
Q1 		– Sell
2015
Q4 		$282K Hold
2015
Q3 		$451K Hold
2015
Q2 		$448K Hold
2015
Q1 		$450K Sell
2014
Q4 		$578K Buy
2014
Q3 		$428K Buy