Tradewinds Capital Management’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,700	Closed	-$155K	–	778
2022 Q1	$155K	Hold	2,700	–	–	0.03%	135
2021 Q4	$162K	Hold	2,700	–	–	0.02%	141
2021 Q3	$143K	Hold	2,700	–	–	0.02%	136
2021 Q2	$132K	Hold	2,700	–	–	0.02%	145
2021 Q1	$118K	Hold	2,700	–	–	0.02%	145
2020 Q4	$104K	Hold	2,700	–	–	0.02%	154
2020 Q3	$88K	Hold	2,700	–	–	0.02%	147
2020 Q2	$101K	Hold	2,700	–	–	0.03%	135
2020 Q1	$99K	Sell	2,700 -270	-9%	-$9.9K	0.03%	126
2019 Q4	$139K	Hold	2,970	–	–	0.04%	120
2019 Q3	$144K	Hold	2,970	–	–	0.06%	103
2019 Q2	$133K	Hold	2,970	–	–	0.05%	103
2019 Q1	$135K	Hold	2,970	–	–	0.05%	126
2018 Q4	$118K	Hold	2,970	–	–	0.06%	122
2018 Q3	$120K	Hold	2,970	–	–	0.05%	136
2018 Q2	$111K	Hold	2,970	–	–	0.05%	138
2018 Q1	$106K	Hold	2,970	–	–	0.05%	140
2017 Q4	$114K	Hold	2,970	–	–	0.06%	132
2017 Q3	$113K	Hold	2,970	–	–	0.06%	139
2017 Q2	$116K	Hold	2,970	–	–	0.06%	132
2017 Q1	$108K	Hold	2,970	–	–	0.07%	136
2016 Q4	$108K	Hold	2,970	–	–	0.07%	132
2016 Q3	$107K	Hold	2,970	–	–	0.08%	130
2016 Q2	$110K	Hold	2,970	–	–	0.08%	125
2016 Q1	$114K	Hold	2,970	–	–	0.08%	137
2015 Q4	$112K	Hold	2,970	–	–	0.08%	142
2015 Q3	$102K	Hold	2,970	–	–	0.08%	141
2015 Q2	$95K	Hold	2,970	–	–	0.07%	159
2015 Q1	$101K	Sell	2,970 -951	-24%	-$32.3K	0.07%	155
2014 Q4	$121K	Sell	3,921 -1,182	-23%	-$36.5K	0.09%	145
2014 Q3	$139K	Hold	5,103	–	–	0.11%	130
2014 Q2	$146K	Hold	5,103	–	–	0.11%	123
2014 Q1	$132K	Sell	5,103 -2,699	-35%	-$69.8K	0.11%	136
2013 Q4	$182K	Buy	+7,802	New	+$182K	0.15%	110