Taylor Hoffman Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,840
| Closed | -$106K | – | 338 |
|
|
2020
Q2 | $106K | Buy |
+2,840
| New | +$106K | 0.07% | 148 |
|
|
2020
Q1 | – | Sell |
-2,840
| Closed | -$133K | – | 355 |
|
|
2019
Q4 | $133K | Hold |
2,840
| – | – | 0.09% | 138 |
|
|
2019
Q3 | $138K | Hold |
2,840
| – | – | 0.1% | 135 |
|
|
2019
Q2 | $127K | Sell |
2,840
-1,000
| -26% | -$44.7K | 0.1% | 137 |
|
|
2019
Q1 | $175K | Hold |
3,840
| – | – | 0.13% | 119 |
|
|
2018
Q4 | $152K | Hold |
3,840
| – | – | 0.14% | 110 |
|
|
2018
Q3 | $155K | Hold |
3,840
| – | – | 0.12% | 111 |
|
|
2018
Q2 | $144K | Hold |
3,840
| – | – | 0.12% | 117 |
|
|
2018
Q1 | $137K | Hold |
3,840
| – | – | 0.13% | 117 |
|
|
2017
Q4 | $148K | Buy |
+3,840
| New | +$148K | 0.14% | 111 |
|