Veritable’s UDR UDR Stock Holding History

Veritable’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,907	Closed	-$211K	–	745
2023 Q2	$211K	Hold	4,907	–	–	﹤0.01%	822
2023 Q1	$201K	Buy	+4,907	New	+$201K	﹤0.01%	848
2022 Q3	–	Sell	-4,683	Closed	-$216K	–	896
2022 Q2	$216K	Buy	4,683 +513	+12%	+$23.7K	﹤0.01%	787
2022 Q1	$239K	Buy	4,170 +258	+7%	+$14.8K	﹤0.01%	793
2021 Q4	$235K	Buy	3,912 +35	+0.9%	+$2.1K	﹤0.01%	813
2021 Q3	$205K	Buy	+3,877	New	+$205K	﹤0.01%	837
2021 Q1	–	Sell	-5,928	Closed	-$228K	–	845
2020 Q4	$228K	Buy	+5,928	New	+$228K	﹤0.01%	719
2020 Q1	–	Sell	-5,487	Closed	-$256K	–	816
2019 Q4	$256K	Buy	5,487 +338	+7%	+$15.8K	﹤0.01%	716
2019 Q3	$250K	Buy	5,149 +43	+0.8%	+$2.09K	﹤0.01%	697
2019 Q2	$229K	Buy	5,106 +67	+1%	+$3.01K	﹤0.01%	731
2019 Q1	$229K	Buy	+5,039	New	+$229K	﹤0.01%	720
2017 Q3	–	Sell	-21,859	Closed	-$852K	–	777
2017 Q2	$852K	Sell	21,859 -1,993	-8%	-$77.7K	0.02%	380
2017 Q1	$865K	Sell	23,852 -2,429	-9%	-$88.1K	0.02%	356
2016 Q4	$959K	Buy	26,281 +1,850	+8%	+$67.5K	0.02%	320
2016 Q3	$879K	Buy	24,431 +2,766	+13%	+$99.5K	0.02%	336
2016 Q2	$800K	Sell	21,665 -5,168	-19%	-$191K	0.02%	345
2016 Q1	$1.03M	Buy	26,833 +1,740	+7%	+$67.1K	0.03%	298
2015 Q4	$943K	Buy	25,093 +154	+0.6%	+$5.79K	0.03%	326
2015 Q3	$860K	Buy	24,939 +4,331	+21%	+$149K	0.03%	327
2015 Q2	$660K	Buy	20,608 +838	+4%	+$26.8K	0.02%	397
2015 Q1	$673K	Sell	19,770 -4,000	-17%	-$136K	0.01%	504
2014 Q4	$733K	Hold	23,770	–	–	0.02%	488
2014 Q3	$648K	Sell	23,770 -2,381	-9%	-$64.9K	0.01%	525
2014 Q2	$749K	Buy	26,151 +800	+3%	+$22.9K	0.02%	478
2014 Q1	$655K	Buy	25,351 +1,400	+6%	+$36.2K	0.01%	497
2013 Q4	$559K	Buy	23,951 +1,200	+5%	+$28K	0.01%	547
2013 Q3	$539K	Sell	22,751 -121	-0.5%	-$2.87K	0.01%	549
2013 Q2	$583K	Buy	+22,872	New	+$583K	0.01%	524