AllSquare Wealth Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-708
| Closed | -$13.6K | – | 575 |
|
|
2023
Q2 | $13.6K | Hold |
708
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $12.4K | Hold |
708
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $13.4K | Hold |
708
| – | – | 0.01% | 330 |
|
|
2022
Q3 | $11K | Hold |
708
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $11K | Hold |
708
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $13K | Hold |
708
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $15K | Hold |
708
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $13K | Hold |
708
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $14K | Hold |
708
| – | – | 0.01% | 364 |
|
|
2021
Q1 | $12K | Hold |
708
| – | – | 0.01% | 366 |
|
|
2020
Q4 | $10K | Hold |
708
| – | – | 0.01% | 356 |
|
|
2020
Q3 | $7K | Hold |
708
| – | – | 0.01% | 371 |
|
|
2020
Q2 | $8K | Hold |
708
| – | – | 0.01% | 361 |
|
|
2020
Q1 | $10K | Hold |
708
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $18K | Hold |
708
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $17K | Hold |
708
| – | – | 0.01% | 274 |
|
|
2019
Q2 | $15K | Hold |
708
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $15K | Hold |
708
| – | – | 0.01% | 297 |
|
|
2018
Q4 | $14K | Hold |
708
| – | – | 0.01% | 282 |
|
|
2018
Q3 | $15K | Hold |
708
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $16K | Hold |
708
| – | – | 0.01% | 298 |
|
|
2018
Q1 | $14K | Hold |
708
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $15K | Hold |
708
| – | – | 0.01% | 258 |
|
|
2017
Q3 | $15K | Hold |
708
| – | – | 0.01% | 251 |
|
|
2017
Q2 | $14K | Hold |
708
| – | – | 0.01% | 126 |
|
|
2017
Q1 | $15K | Hold |
708
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $17K | Hold |
708
| – | – | 0.02% | 205 |
|
|
2016
Q3 | $16K | Hold |
708
| – | – | 0.02% | 196 |
|
|
2016
Q2 | $18K | Hold |
708
| – | – | 0.02% | 178 |
|
|
2016
Q1 | $15K | Hold |
708
| – | – | 0.01% | 191 |
|
|
2015
Q4 | $14K | Hold |
708
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $13K | Hold |
708
| – | – | 0.01% | 210 |
|
|
2015
Q2 | $13K | Hold |
708
| – | – | 0.01% | 212 |
|
|
2015
Q1 | $16K | Hold |
708
| – | – | 0.02% | 198 |
|
|
2014
Q4 | $15K | Buy |
+708
| New | +$15.4K | 0.01% | 198 |
|
Other funds holding UBA
AllSquare Wealth Management's UBA Position: Q3 2023 in Review
AllSquare Wealth Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2023, closing a stake of 708 shares — an estimated $13.6K sold.
AllSquare Wealth Management first reported a position in UBA in Q4 2014 and held it in 35 quarters. The position peaked at $18K in Q4 2019. 1 fund tracked by Wall St. Rank holds UBA as of Q3 2023.
- AllSquare Wealth Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2023 after selling out during the quarter.
- AllSquare Wealth Management sold 708 Urstadt Biddle Properties Inc. Class A shares in Q3 2023, an estimated $13.6K.
- AllSquare Wealth Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2014 and held it in 35 quarters.
- AllSquare Wealth Management's Urstadt Biddle Properties Inc. Class A position peaked at $18K in Q4 2019.
- 1 fund tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2023.
Based on AllSquare Wealth Management's 13F filing for Q3 2023, filed 27 Nov 2023.