HERITAGE WEALTH ADVISORS – UDR, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$2.64M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-9.40%
quarter
UDR, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.49% | -310 shares | -289K | $41.71 | 63.43K |
| Q2 2022 | share | Decrease | -0.05% | -30 shares | -724K | $46.04 | 63.74K |
| Q1 2022 | share | Decrease | -5.68% | -3.83K shares | -397K | $57.37 | 63.77K |
| Q4 2021 | share | Decrease | -11.95% | -9.17K shares | -12.31K | $59.88 | 67.61K |
| Q3 2021 | share | 0.00% | 0 shares | 307.18K | $52.62 | 76.79K | |
| Q2 2021 | share | 0.00% | 0 shares | 393.19K | $48.31 | 76.79K | |
| Q1 2021 | share | 0.00% | 0 shares | 417.22K | $42.91 | 76.79K | |
| Q4 2020 | share | 0.00% | 0 shares | 446.71K | $37.24 | 76.79K | |
| Q3 2020 | share | 0.00% | 0 shares | -366.31K | $31.28 | 76.79K | |
| Q2 2020 | share | Increase | +11.02% | 7.62K shares | 343.12K | $35.5 | 76.79K |
| Q1 2020 | share | Decrease | -1.72% | -1.21K shares | -759.32K | $34.39 | 69.17K |
| Q4 2019 | share | 0.00% | 0 shares | -125.20K | $43.62 | 70.38K | |
| Q3 2019 | share | 0.00% | 0 shares | 252.59K | $44.97 | 70.38K | |
| Q2 2019 | share | Increase | +334.16% | 54.17K shares | 2.42M | $41.33 | 70.38K |
| Q1 2019 | share | Decrease | -6.25% | -1.08K shares | 51.95K | $41.54 | 16.21K |
| Q4 2018 | share | 0.00% | 0 shares | -14K | $35.91 | 17.29K | |
| Q3 2018 | share | Increase | +6.66% | 1.08K shares | 90K | $36.35 | 17.29K |
| Q2 2018 | share | 0.00% | 0 shares | 32K | $33.46 | 16.21K | |
| Q1 2018 | share | Decrease | -1.79% | -295 shares | -58K | $31.47 | 16.21K |
| Q4 2017 | share | Increase | +1.82% | 295 shares | 18K | $33.75 | 16.50K |
| Q3 2017 | share | 0.00% | 0 shares | -15K | $33.05 | 16.21K | |
| Q2 2017 | share | 0.00% | 0 shares | 44K | $33.59 | 16.21K | |
| Q1 2017 | share | 0.00% | 0 shares | -3K | $30.99 | 16.21K | |
| Q4 2016 | share | 0.00% | 0 shares | 8K | $30.93 | 16.21K | |
| Q3 2016 | share | 0.00% | 0 shares | -16K | $30.25 | 16.21K | |
| Q2 2016 | share | 0.00% | 0 shares | -26K | $30.78 | 16.21K | |
| Q1 2016 | share | 0.00% | 0 shares | 16K | $31.87 | 16.21K |