Spire Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1K | Sell |
27
-736
| -96% | -$30K | ﹤0.01% | 2266 |
|
|
2025
Q1 | $34.5K | Buy |
763
+739
| +3,079% | +$33.4K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $1.04K | Sell |
24
-1
| -4% | -$43 | ﹤0.01% | 2365 |
|
|
2024
Q3 | $1.13K | Buy |
25
+5
| +25% | +$227 | ﹤0.01% | 2080 |
|
|
2024
Q2 | $823 | Sell |
20
-26
| -57% | -$1.07K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $1.72K | Buy |
46
+8
| +21% | +$299 | ﹤0.01% | 2127 |
|
|
2023
Q4 | $1.43K | Buy |
+38
| New | +$1.43K | ﹤0.01% | 2209 |
|
|
2022
Q3 | – | Sell |
-3,958
| Closed | -$182K | – | 2592 |
|
|
2022
Q2 | $182K | Sell |
3,958
-21
| -0.5% | -$966 | 0.01% | 802 |
|
|
2022
Q1 | $228K | Sell |
3,979
-58
| -1% | -$3.32K | 0.01% | 835 |
|
|
2021
Q4 | $242K | Hold |
4,037
| – | – | 0.01% | 1011 |
|
|
2021
Q3 | $214K | Hold |
4,037
| – | – | 0.01% | 888 |
|
|
2021
Q2 | $198K | Sell |
4,037
-1,392
| -26% | -$68.3K | 0.01% | 948 |
|
|
2021
Q1 | $238K | Buy |
+5,429
| New | +$238K | 0.01% | 992 |
|