Sheaff Brock Investment Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,666
| Closed | -$987K | – | 492 |
|
|
2023
Q3 | $987K | Hold |
27,666
| – | – | 0.09% | 163 |
|
|
2023
Q2 | $1.19M | Sell |
27,666
-20
| -0.1% | -$859 | 0.1% | 143 |
|
|
2023
Q1 | $1.14M | Buy |
27,686
+172
| +0.6% | +$7.06K | 0.1% | 150 |
|
|
2022
Q4 | $1.07M | Buy |
27,514
+590
| +2% | +$22.9K | 0.11% | 156 |
|
|
2022
Q3 | $1.12M | Buy |
+26,924
| New | +$1.12M | 0.12% | 131 |
|