Summit Securities Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29K | Buy |
+203
| New | +$8.29K | ﹤0.01% | 783 |
|
|
2023
Q3 | – | Sell |
-405
| Closed | -$17K | – | 852 |
|
|
2023
Q2 | $17K | Sell |
405
-201
| -33% | -$8.44K | ﹤0.01% | 554 |
|
|
2023
Q1 | $25K | Buy |
606
+297
| +96% | +$12.3K | ﹤0.01% | 454 |
|
|
2022
Q4 | $12K | Sell |
309
-5,438
| -95% | -$211K | ﹤0.01% | 782 |
|
|
2022
Q3 | $240K | Buy |
5,747
+5,122
| +820% | +$214K | 0.02% | 246 |
|
|
2022
Q2 | $29K | Buy |
625
+503
| +412% | +$23.3K | ﹤0.01% | 502 |
|
|
2022
Q1 | $7K | Buy |
+122
| New | +$7K | ﹤0.01% | 680 |
|
|
2016
Q1 | – | Sell |
-12,200
| Closed | -$458K | – | 338 |
|
|
2015
Q4 | $458K | Buy |
12,200
+1,544
| +14% | +$58K | 0.15% | 99 |
|
|
2015
Q3 | $367K | Buy |
+10,656
| New | +$367K | 0.26% | 47 |
|