Wealthfront’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $775K | Buy |
19,164
+8,424
| +78% | +$341K | 0.01% | 313 |
|
|
2018
Q2 | $403K | Sell |
10,740
-16,679
| -61% | -$626K | ﹤0.01% | 397 |
|
|
2018
Q1 | $977K | Buy |
27,419
+11,403
| +71% | +$406K | 0.01% | 261 |
|
|
2017
Q4 | $617K | Buy |
16,016
+6,406
| +67% | +$247K | 0.01% | 318 |
|
|
2017
Q3 | $365K | Buy |
9,610
+3,583
| +59% | +$136K | ﹤0.01% | 388 |
|
|
2017
Q2 | $235K | Buy |
+6,027
| New | +$235K | ﹤0.01% | 422 |
|
|
2015
Q4 | – | Sell |
-1,120
| Closed | -$39K | – | 1007 |
|
|
2015
Q3 | $39K | Buy |
1,120
+309
| +38% | +$10.8K | ﹤0.01% | 558 |
|
|
2015
Q2 | $26K | Buy |
811
+450
| +125% | +$14.4K | ﹤0.01% | 582 |
|
|
2015
Q1 | $12K | Buy |
361
+356
| +7,120% | +$11.8K | ﹤0.01% | 607 |
|
|
2014
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 990 |
|