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Shelton Capital Management’s UDR UDR Stock Holding History

Shelton Capital Management’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,433
Closed -$306K – 895
2017
Q1 		$306K Buy
+8,433
New +$301K 0.02% 565
2016
Q3 		– Sell
-24,450
Closed -$903K – 831
2016
Q2 		$903K Hold
24,450
– – 0.08% 212
2016
Q1 		$942K Hold
24,450
– – 0.09% 207
2015
Q4 		$919K Hold
24,450
– – 0.09% 205
2015
Q3 		$843K Hold
24,450
– – 0.09% 200
2015
Q2 		$783K Hold
24,450
– – 0.08% 231
2015
Q1 		$832K Sell
24,450
-1,498
-6% -$49.3K 0.09% 227
2014
Q4 		$800K Sell
25,948
-1,498
-5% -$44.9K 0.09% 213
2014
Q3 		$748K Hold
27,446
– – 0.1% 211
2014
Q2 		$786K Hold
27,446
– – 0.11% 195
2014
Q1 		$709K Hold
27,446
– – 0.1% 203
2013
Q4 		$641K Sell
27,446
-690
-2% -$16.5K 0.1% 225
2013
Q3 		$667K Hold
28,136
– – 0.11% 189
2013
Q2 		$717K Buy
+28,136
New +$698K 0.13% 165

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