Allworth Financial’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51K | Buy |
81
+7
| +9% | +$131 | ﹤0.01% | 3811 |
|
|
2025
Q1 | $1.36K | Sell |
74
-97
| -57% | -$1.78K | ﹤0.01% | 3351 |
|
|
2024
Q4 | $3.39K | Sell |
171
-14
| -8% | -$278 | ﹤0.01% | 2929 |
|
|
2024
Q3 | $3.96K | Buy |
185
+119
| +180% | +$2.55K | ﹤0.01% | 2672 |
|
|
2024
Q2 | $1.29K | Hold |
66
| – | – | ﹤0.01% | 3078 |
|
|
2024
Q1 | $1.14K | Sell |
66
-9
| -12% | -$155 | ﹤0.01% | 3038 |
|
|
2023
Q4 | $1.37K | Sell |
75
-85
| -53% | -$1.56K | ﹤0.01% | 2839 |
|
|
2023
Q3 | $2.44K | Buy |
+160
| New | +$2.44K | ﹤0.01% | 2450 |
|
|
2022
Q4 | – | Sell |
-123
| Closed | -$2K | – | 3201 |
|
|
2022
Q3 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 2236 |
|