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Whipplewood Advisors’s UDR UDR Stock Holding History

Whipplewood Advisors’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$449 Sell
11
-3
-21% -$122 ﹤0.01% 1131
2025
Q1 		$994 Sell
14
-8
-36% -$568 ﹤0.01% 1029
2024
Q4 		$955 Buy
+22
New +$955 ﹤0.01% 1029