WP
UDF

WealthSource Partners’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

WealthSource Partners’s Portfolio UDF Stock Details UDF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-27,067
Closed -$87K – 302
2016
Q3 		$87K Hold
27,067
– – 0.03% 254
2016
Q2 		$87K Hold
27,067
– – 0.03% 258
2016
Q1 		$87K Buy
+27,067
New +$87K 0.04% 230