SWA
SOA Wealth Advisors’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10
| Closed | – | – | 1037 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 992 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q2 | $0 | Sell |
10
-8
| -44% | – | ﹤0.01% | 974 |
|
|
2021
Q1 | $0 | Buy |
18
+9
| +100% | – | ﹤0.01% | 930 |
|
|
2020
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 892 |
|