Wealthspire Advisors (Maryland)’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-523
| Closed | -$24K | – | 1975 |
|
|
2019
Q1 | $24K | Sell |
523
-7
| -1% | -$321 | ﹤0.01% | 1209 |
|
|
2018
Q4 | $21K | Buy |
530
+41
| +8% | +$1.63K | ﹤0.01% | 1192 |
|
|
2018
Q3 | $20K | Sell |
489
-135
| -22% | -$5.52K | ﹤0.01% | 1311 |
|
|
2018
Q2 | $23K | Buy |
624
+172
| +38% | +$6.34K | ﹤0.01% | 1265 |
|
|
2018
Q1 | $16K | Sell |
452
-235
| -34% | -$8.32K | ﹤0.01% | 1379 |
|
|
2017
Q4 | $26K | Buy |
687
+138
| +25% | +$5.22K | ﹤0.01% | 1245 |
|
|
2017
Q3 | $21K | Buy |
549
+216
| +65% | +$8.26K | ﹤0.01% | 1290 |
|
|
2017
Q2 | $13K | Buy |
333
+134
| +67% | +$5.23K | ﹤0.01% | 1442 |
|
|
2017
Q1 | $7K | Buy |
199
+76
| +62% | +$2.67K | ﹤0.01% | 1462 |
|
|
2016
Q4 | $4K | Buy |
123
+29
| +31% | +$943 | ﹤0.01% | 1440 |
|
|
2016
Q3 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 1447 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1814 |
|