WAG
Wiser Advisor Group’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,292
| Closed | -$58.4K | – | 239 |
|
|
2025
Q1 | $58.4K | Buy |
1,292
+13
| +1% | +$587 | 0.09% | 85 |
|
|
2024
Q4 | $55.5K | Buy |
1,279
+12
| +0.9% | +$521 | 0.08% | 91 |
|
|
2024
Q3 | $57.4K | Buy |
1,267
+13
| +1% | +$589 | 0.09% | 90 |
|
|
2024
Q2 | $51.6K | Buy |
1,254
+15
| +1% | +$617 | 0.08% | 92 |
|
|
2024
Q1 | $46.4K | Buy |
1,239
+13
| +1% | +$487 | 0.07% | 99 |
|
|
2023
Q4 | $46.9K | Buy |
+1,226
| New | +$46.9K | 0.08% | 98 |
|