Shelton Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,433
| Closed | -$306K | – | 891 |
|
|
2017
Q1 | $306K | Buy |
+8,433
| New | +$306K | 0.02% | 561 |
|
|
2016
Q3 | – | Sell |
-24,450
| Closed | -$903K | – | 827 |
|
|
2016
Q2 | $903K | Hold |
24,450
| – | – | 0.08% | 209 |
|
|
2016
Q1 | $942K | Hold |
24,450
| – | – | 0.09% | 203 |
|
|
2015
Q4 | $919K | Hold |
24,450
| – | – | 0.09% | 199 |
|
|
2015
Q3 | $843K | Hold |
24,450
| – | – | 0.09% | 195 |
|
|
2015
Q2 | $783K | Hold |
24,450
| – | – | 0.08% | 226 |
|
|
2015
Q1 | $832K | Sell |
24,450
-1,498
| -6% | -$51K | 0.09% | 223 |
|
|
2014
Q4 | $800K | Sell |
25,948
-1,498
| -5% | -$46.2K | 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% | -$16.1K | 0.1% | 225 |
|
|
2013
Q3 | $667K | Hold |
28,136
| – | – | 0.11% | 189 |
|
|
2013
Q2 | $717K | Buy |
+28,136
| New | +$717K | 0.13% | 165 |
|