RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,482
| Closed | -$10.5K | – | 361 |
|
|
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 |
|