SWA
Sutton Wealth Advisors’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.03K | Buy |
169
+153
| +956% | +$5.46K | ﹤0.01% | 555 |
|
|
2023
Q2 | $687 | Buy |
16
+3
| +23% | +$129 | ﹤0.01% | 792 |
|
|
2023
Q1 | $534 | Hold |
13
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $503 | Sell |
13
-8
| -38% | -$310 | ﹤0.01% | 1491 |
|
|
2022
Q3 | $876 | Buy |
21
+8
| +62% | +$334 | ﹤0.01% | 1328 |
|
|
2022
Q2 | $599 | Sell |
13
-26
| -67% | -$1.2K | ﹤0.01% | 1415 |
|
|
2022
Q1 | $2.24K | Buy |
39
+26
| +200% | +$1.49K | ﹤0.01% | 1188 |
|
|
2021
Q4 | $780 | Hold |
13
| – | – | ﹤0.01% | 1397 |
|
|
2021
Q3 | $689 | Sell |
13
-3
| -19% | -$159 | ﹤0.01% | 1263 |
|
|
2021
Q2 | $784 | Hold |
16
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q1 | $702 | Hold |
16
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q4 | $615 | Sell |
16
-133
| -89% | -$5.11K | ﹤0.01% | 1203 |
|
|
2020
Q3 | $4.86K | Hold |
149
| – | – | ﹤0.01% | 931 |
|
|
2020
Q2 | $5.57K | Buy |
149
+133
| +831% | +$4.97K | ﹤0.01% | 840 |
|
|
2020
Q1 | $585 | Buy |
+16
| New | +$585 | ﹤0.01% | 1133 |
|