Seneca House Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,868
| Closed | -$209K | – | 83 |
|
|
2023
Q2 | $209K | Buy |
+4,868
| New | +$209K | 0.1% | 78 |
|
|
2022
Q4 | – | Sell |
-5,903
| Closed | -$246K | – | 87 |
|
|
2022
Q3 | $246K | Buy |
5,903
+5
| +0.1% | +$208 | 0.18% | 75 |
|
|
2022
Q2 | $272K | Buy |
5,898
+1,874
| +47% | +$86.4K | 0.18% | 78 |
|
|
2022
Q1 | $231K | Buy |
4,024
+57
| +1% | +$3.27K | 0.12% | 82 |
|
|
2021
Q4 | $238K | Buy |
3,967
+6
| +0.2% | +$360 | 0.13% | 78 |
|
|
2021
Q3 | $210K | Sell |
3,961
-236
| -6% | -$12.5K | 0.13% | 86 |
|
|
2021
Q2 | $206K | Buy |
+4,197
| New | +$206K | 0.13% | 81 |
|