AE Wealth Management’s Ur-Energy URG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,025
| Closed | -$22.8K | – | 1941 |
|
|
2023
Q4 | $22.8K | Buy |
13,025
+400
| +3% | +$700 | ﹤0.01% | 2005 |
|
|
2023
Q3 | $19.4K | Sell |
12,625
-175
| -1% | -$270 | ﹤0.01% | 1912 |
|
|
2023
Q2 | $13.4K | Hold |
12,800
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q1 | $13.6K | Hold |
12,800
| – | – | ﹤0.01% | 1848 |
|
|
2022
Q4 | $14.7K | Hold |
12,800
| – | – | ﹤0.01% | 1787 |
|
|
2022
Q3 | $14K | Hold |
12,800
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q2 | $14K | Hold |
12,800
| – | – | ﹤0.01% | 1698 |
|
|
2022
Q1 | $20K | Hold |
12,800
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q4 | $16K | Buy |
12,800
+300
| +2% | +$375 | ﹤0.01% | 1683 |
|
|
2021
Q3 | $22K | Sell |
12,500
-216
| -2% | -$380 | ﹤0.01% | 1585 |
|
|
2021
Q2 | $18K | Buy |
+12,716
| New | +$18K | ﹤0.01% | 1551 |
|