WFG Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-110,713
| Closed | -$4.27M | – | 1688 |
|
|
2016
Q1 | $4.27M | Hold |
110,713
| – | – | 1.23% | 11 |
|
|
2015
Q4 | $4.16M | Hold |
110,713
| – | – | 1.24% | 13 |
|
|
2015
Q3 | $3.82M | Hold |
110,713
| – | – | 1.19% | 10 |
|
|
2015
Q2 | $3.55M | Hold |
110,713
| – | – | 0.98% | 15 |
|
|
2015
Q1 | $3.77M | Hold |
110,713
| – | – | 1.05% | 12 |
|
|
2014
Q4 | $3.41M | Hold |
110,713
| – | – | 0.69% | 16 |
|
|
2014
Q3 | $3.02M | Hold |
110,713
| – | – | 0.57% | 23 |
|
|
2014
Q2 | $3.17M | Hold |
110,713
| – | – | 0.59% | 20 |
|
|
2014
Q1 | $2.86M | Hold |
110,713
| – | – | 0.58% | 23 |
|
|
2013
Q4 | $2.59M | Hold |
110,713
| – | – | 0.37% | 51 |
|
|
2013
Q3 | $2.62M | Hold |
110,713
| – | – | 0.41% | 52 |
|
|
2013
Q2 | $2.82M | Buy |
+110,713
| New | +$2.82M | 0.47% | 41 |
|