Number of Shares
63,707.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
3.09%
Total Estimate Gain
$-242,075.93
% of Total Estimate Gain
-8.60%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's UDR Inc Holding Summary

As of 2025-03-31, GRAHAM CAPITAL WEALTH MANAGEMENT, LLC held 63,707.00 shares of UDR Inc(UDR), totaling $2.88 Mil. This investment constitutes 3.09% of their stock portfolio, and GRAHAM CAPITAL WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding UDR Inc(UDR) stock.

The initial trade took place in 2024Q4. And since then GRAHAM CAPITAL WEALTH MANAGEMENT, LLC has made 2 purchases of UDR, at an average price of $44.20, for a total of 63,707.00 shares. Based on historical transaction data and UDR's current price of $40.40, GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his UDR holdings is $-242,075.93, reflecting a -8.60% gain to date.

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC UDR ($40.40) Holding Chart

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC UDR ($40.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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