TTWM
TCV Trust & Wealth Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
8,831
| – | – | 0.03% | 170 |
|
|
2025
Q1 | $399K | Buy |
8,831
+3,242
| +58% | +$146K | 0.04% | 154 |
|
|
2024
Q4 | $243K | Hold |
5,589
| – | – | 0.02% | 183 |
|
|
2024
Q3 | $253K | Buy |
5,589
+424
| +8% | +$19.2K | 0.02% | 177 |
|
|
2024
Q2 | $213K | Buy |
+5,165
| New | +$213K | 0.02% | 193 |
|
|
2024
Q1 | – | Sell |
-5,665
| Closed | -$217K | – | 201 |
|
|
2023
Q4 | $217K | Buy |
5,665
+50
| +0.9% | +$1.91K | 0.02% | 181 |
|
|
2023
Q3 | $200K | Buy |
+5,615
| New | +$200K | 0.02% | 186 |
|
|
2019
Q2 | – | Sell |
-5,386
| Closed | -$245K | – | 204 |
|
|
2019
Q1 | $245K | Hold |
5,386
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $214K | Sell |
5,386
-32
| -0.6% | -$1.27K | 0.03% | 192 |
|
|
2018
Q3 | $219K | Hold |
5,418
| – | – | 0.03% | 199 |
|
|
2018
Q2 | $203K | Sell |
5,418
-500
| -8% | -$18.7K | 0.03% | 202 |
|
|
2018
Q1 | $210K | Hold |
5,918
| – | – | 0.03% | 195 |
|
|
2017
Q4 | $228K | Sell |
5,918
-77
| -1% | -$2.97K | 0.03% | 182 |
|
|
2017
Q3 | $228K | Sell |
5,995
-900
| -13% | -$34.2K | 0.03% | 180 |
|
|
2017
Q2 | $269K | Hold |
6,895
| – | – | 0.04% | 161 |
|
|
2017
Q1 | $250K | Buy |
+6,895
| New | +$250K | 0.04% | 171 |
|
|
2015
Q2 | – | Sell |
-5,881
| Closed | -$200K | – | 179 |
|
|
2015
Q1 | $200K | Buy |
+5,881
| New | +$200K | 0.03% | 179 |
|