Rothschild Investment LLC’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2K | Buy |
985
+70
| +8% | +$2.86K | ﹤0.01% | 835 |
|
|
2025
Q1 | $41.3K | Hold |
915
| – | – | ﹤0.01% | 819 |
|
|
2024
Q4 | $39.7K | Buy |
915
+40
| +5% | +$1.74K | ﹤0.01% | 833 |
|
|
2024
Q3 | $39.7K | Buy |
875
+25
| +3% | +$1.13K | ﹤0.01% | 835 |
|
|
2024
Q2 | $35K | Buy |
850
+245
| +40% | +$10.1K | ﹤0.01% | 838 |
|
|
2024
Q1 | $22.6K | Buy |
605
+50
| +9% | +$1.87K | ﹤0.01% | 894 |
|
|
2023
Q4 | $21.3K | Buy |
+555
| New | +$21.3K | ﹤0.01% | 848 |
|