Thompson Davis & Co’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-234
| Closed | -$9K | – | 1073 |
|
|
2017
Q3 | $9K | Hold |
234
| – | – | 0.02% | 723 |
|
|
2017
Q2 | $9K | Hold |
234
| – | – | 0.01% | 700 |
|
|
2017
Q1 | $8K | Sell |
234
-417
| -64% | -$14.3K | 0.01% | 774 |
|
|
2016
Q4 | $24K | Buy |
651
+125
| +24% | +$4.61K | 0.04% | 437 |
|
|
2016
Q3 | $19K | Hold |
526
| – | – | 0.03% | 498 |
|
|
2016
Q2 | $19K | Buy |
526
+266
| +102% | +$9.61K | 0.03% | 486 |
|
|
2016
Q1 | $10K | Hold |
260
| – | – | 0.01% | 655 |
|
|
2015
Q4 | $10K | Hold |
260
| – | – | 0.01% | 663 |
|
|
2015
Q3 | $9K | Hold |
260
| – | – | 0.01% | 693 |
|
|
2015
Q2 | $8K | Sell |
260
-131
| -34% | -$4.03K | 0.01% | 781 |
|
|
2015
Q1 | $13K | Buy |
391
+25
| +7% | +$831 | 0.02% | 669 |
|
|
2014
Q4 | $11K | Hold |
366
| – | – | 0.01% | 720 |
|
|
2014
Q3 | $10K | Buy |
+366
| New | +$10K | 0.01% | 709 |
|