Wealth Enhancement Advisory Services’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
14,864
+3,283
| +28% | +$134K | ﹤0.01% | 2071 |
|
|
2025
Q1 | $523K | Buy |
11,581
+842
| +8% | +$38K | ﹤0.01% | 2020 |
|
|
2024
Q4 | $466K | Buy |
10,739
+1,497
| +16% | +$65K | ﹤0.01% | 2019 |
|
|
2024
Q3 | $419K | Buy |
9,242
+1,395
| +18% | +$63.3K | ﹤0.01% | 1928 |
|
|
2024
Q2 | $323K | Buy |
7,847
+1,612
| +26% | +$66.3K | ﹤0.01% | 1929 |
|
|
2024
Q1 | $233K | Sell |
6,235
-333
| -5% | -$12.5K | ﹤0.01% | 2090 |
|
|
2023
Q4 | $252K | Sell |
6,568
-157
| -2% | -$6.01K | ﹤0.01% | 1946 |
|
|
2023
Q3 | $240K | Buy |
+6,725
| New | +$240K | ﹤0.01% | 1872 |
|