WESCAP Management Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,552
| Closed | -$207K | – | 83 |
|
|
2020
Q2 | $207K | Hold |
5,552
| – | – | 0.07% | 81 |
|
|
2020
Q1 | $202K | Hold |
5,552
| – | – | 0.08% | 82 |
|
|
2019
Q4 | $259K | Sell |
5,552
-1,257
| -18% | -$58.6K | 0.1% | 71 |
|
|
2019
Q3 | $330K | Sell |
6,809
-3,890
| -36% | -$189K | 0.14% | 64 |
|
|
2019
Q2 | $480K | Hold |
10,699
| – | – | 0.2% | 60 |
|
|
2019
Q1 | $486K | Hold |
10,699
| – | – | 0.21% | 60 |
|
|
2018
Q4 | $423K | Sell |
10,699
-250
| -2% | -$9.88K | 0.2% | 63 |
|
|
2018
Q3 | $442K | Hold |
10,949
| – | – | 0.22% | 55 |
|
|
2018
Q2 | $411K | Hold |
10,949
| – | – | 0.2% | 58 |
|
|
2018
Q1 | $390K | Hold |
10,949
| – | – | 0.16% | 66 |
|
|
2017
Q4 | $421K | Hold |
10,949
| – | – | 0.17% | 64 |
|
|
2017
Q3 | $416K | Buy |
10,949
+3,890
| +55% | +$148K | 0.19% | 56 |
|
|
2017
Q2 | $275K | Hold |
7,059
| – | – | 0.13% | 61 |
|
|
2017
Q1 | $256K | Hold |
7,059
| – | – | 0.12% | 56 |
|
|
2016
Q4 | $258K | Hold |
7,059
| – | – | 0.13% | 54 |
|
|
2016
Q3 | $254K | Hold |
7,059
| – | – | 0.13% | 54 |
|
|
2016
Q2 | $261K | Sell |
7,059
-3,890
| -36% | -$144K | 0.13% | 56 |
|
|
2016
Q1 | $422K | Buy |
+10,949
| New | +$422K | 0.21% | 48 |
|