Wilbanks Smith & Thomas Asset Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,839
| Closed | -$202K | – | 519 |
|
|
2022
Q3 | $202K | Buy |
+4,839
| New | +$202K | 0.01% | 448 |
|
|
2022
Q2 | – | Sell |
-4,479
| Closed | -$232K | – | 517 |
|
|
2022
Q1 | $232K | Buy |
4,479
+1,098
| +32% | +$56.9K | 0.01% | 452 |
|
|
2021
Q4 | $203K | Buy |
+3,381
| New | +$203K | 0.01% | 491 |
|
|
2021
Q3 | – | Sell |
-4,510
| Closed | -$221K | – | 527 |
|
|
2021
Q2 | $221K | Buy |
+4,510
| New | +$221K | 0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-4,431
| Closed | -$207K | – | 437 |
|
|
2019
Q4 | $207K | Sell |
4,431
-2
| -0% | -$93 | 0.01% | 390 |
|
|
2019
Q3 | $215K | Sell |
4,433
-106
| -2% | -$5.14K | 0.01% | 389 |
|
|
2019
Q2 | $204K | Hold |
4,539
| – | – | 0.01% | 395 |
|
|
2019
Q1 | $206K | Buy |
+4,539
| New | +$206K | 0.01% | 390 |
|
|
2018
Q4 | – | Sell |
-4,639
| Closed | -$188K | – | 1251 |
|
|
2018
Q3 | $188K | Sell |
4,639
-3,060
| -40% | -$124K | 0.01% | 405 |
|
|
2018
Q2 | $289K | Buy |
7,699
+170
| +2% | +$6.38K | 0.02% | 267 |
|
|
2018
Q1 | $268K | Buy |
7,529
+2,115
| +39% | +$75.3K | 0.02% | 277 |
|
|
2017
Q4 | $209K | Sell |
5,414
-1,080
| -17% | -$41.7K | 0.02% | 326 |
|
|
2017
Q3 | $247K | Hold |
6,494
| – | – | 0.02% | 284 |
|
|
2017
Q2 | $253K | Hold |
6,494
| – | – | 0.02% | 268 |
|
|
2017
Q1 | $235K | Hold |
6,494
| – | – | 0.02% | 276 |
|
|
2016
Q4 | $237K | Buy |
+6,494
| New | +$237K | 0.02% | 262 |
|