SRSA
S.R. Schill & Associates’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
93,553
+5,811
| +7% | +$237K | 2.81% | 11 |
|
|
2025
Q1 | $3.96M | Buy |
+87,742
| New | +$3.96M | 3.16% | 10 |
|
|
2024
Q3 | – | Sell |
-7,119
| Closed | -$293K | – | 79 |
|
|
2024
Q2 | $293K | Buy |
+7,119
| New | +$293K | 0.13% | 64 |
|
|
2022
Q3 | – | Sell |
-74,702
| Closed | -$3.44M | – | 78 |
|
|
2022
Q2 | $3.44M | Buy |
74,702
+4,520
| +6% | +$208K | 1.72% | 13 |
|
|
2022
Q1 | $4.03M | Buy |
70,182
+848
| +1% | +$48.6K | 1.69% | 14 |
|
|
2021
Q4 | $4.16M | Sell |
69,334
-8,340
| -11% | -$500K | 1.66% | 16 |
|
|
2021
Q3 | $4.12M | Sell |
77,674
-1,626
| -2% | -$86.1K | 1.76% | 13 |
|
|
2021
Q2 | $3.88M | Buy |
79,300
+1,391
| +2% | +$68.1K | 1.54% | 16 |
|
|
2021
Q1 | $3.42M | Buy |
+77,909
| New | +$3.42M | 1.5% | 17 |
|