RPg Family Wealth Advisory’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

RPg Family Wealth Advisory’s Portfolio UDF Stock Details UDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,482	Closed	-$10.5K	–	360
2021 Q4	$10.5K	Buy	+7,482	New	+$10.5K	﹤0.01%	272
2020 Q4	$19.7K	Buy	+14,064	New	+$19.7K	0.01%	232
2020 Q1	–	Sell	-12,761	Closed	-$37.3K	–	300
2019 Q4	$37.3K	Buy	+12,761	New	+$37.3K	0.02%	173
2018 Q3	–	Sell	-22,679	Closed	-$75.5K	–	282
2018 Q2	$75.5K	Buy	+22,679	New	+$75.5K	0.06%	94
2016 Q3	–	Sell	-40,052	Closed	–	–	285
2016 Q2	$0	Buy	+40,052	New	–	﹤0.01%	291

RPg Family Wealth Advisory's UDF Position: Q1 2022 in Review

RPg Family Wealth Advisory sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q1 2022, closing a stake of 7,482 shares — an estimated $10.5K sold.

RPg Family Wealth Advisory first reported a position in UDF in Q2 2016 and held it in 5 quarters. The position peaked at $75.5K in Q2 2018. 1 fund tracked by Wall St. Rank holds UDF as of Q1 2022.

RPg Family Wealth Advisory reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q1 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 7,482 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q1 2022, an estimated $10.5K.
RPg Family Wealth Advisory first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q2 2016 and held it in 5 quarters.
RPg Family Wealth Advisory's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $75.5K in Q2 2018.
1 fund tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q1 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2022, filed 9 May 2022.