USA Financial Formulas’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14
| Closed | -$499 | – | 548 |
|
|
2023
Q3 | $499 | Hold |
14
| – | – | ﹤0.01% | 444 |
|
|
2023
Q2 | $601 | Hold |
14
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $575 | Buy |
+14
| New | +$575 | ﹤0.01% | 349 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $1K | Sell |
14
-13,550
| -100% | -$968K | ﹤0.01% | 308 |
|
|
2022
Q1 | $778K | Sell |
13,564
-11,044
| -45% | -$633K | 0.83% | 58 |
|
|
2021
Q4 | $1.48M | Buy |
24,608
+4,264
| +21% | +$256K | 1.27% | 30 |
|
|
2021
Q3 | $1.08M | Buy |
+20,344
| New | +$1.08M | 0.96% | 41 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 308 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 312 |
|
|
2016
Q1 | – | Sell |
-7,507
| Closed | -$282K | – | 116 |
|
|
2015
Q4 | $282K | Buy |
+7,507
| New | +$282K | 0.11% | 81 |
|