Bailard’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
Sell
-38,700
Closed -$735K 852
2025
Q1
$735K Buy
38,700
+18,400
+91% +$350K 0.02% 362
2024
Q4
$436K Sell
20,300
-5,200
-20% -$112K 0.01% 484
2024
Q3
$545K Buy
+25,500
New +$545K 0.01% 452
2024
Q2
Sell
-25,900
Closed -$447K 820
2024
Q1
$447K Sell
25,900
-11,300
-30% -$195K 0.01% 486
2023
Q4
$681K Buy
37,200
+3,300
+10% +$60.4K 0.02% 375
2023
Q3
$517K Buy
33,900
+19,200
+131% +$293K 0.02% 407
2023
Q2
$227K Buy
+14,700
New +$227K 0.01% 600