AE Wealth Management’s Urban Outfitters URBN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,471
| Closed | -$235K | – | 2047 |
|
2023
Q1 | $235K | Buy |
+8,471
| New | +$235K | ﹤0.01% | 1661 |
|
2022
Q1 | – | Sell |
-23,145
| Closed | -$680K | – | 1812 |
|
2021
Q4 | $680K | Buy |
23,145
+3,083
| +15% | +$90.6K | ﹤0.01% | 1124 |
|
2021
Q3 | $596K | Buy |
20,062
+3,283
| +20% | +$97.5K | ﹤0.01% | 1096 |
|
2021
Q2 | $692K | Buy |
+16,779
| New | +$692K | 0.01% | 990 |
|
2020
Q4 | – | Sell |
-25,643
| Closed | -$534K | – | 1412 |
|
2020
Q3 | $534K | Buy |
+25,643
| New | +$534K | 0.01% | 862 |
|