VWA
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Valued Wealth Advisors’s UDR UDR Stock Holding History

Valued Wealth Advisors’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$150 – 631
2024
Q1 		$150 Hold
4
– – ﹤0.01% 570
2023
Q4 		$143 Buy
+4
New +$143 ﹤0.01% 519