Balasa Dinverno & Foltz’s Urban Edge Properties UE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-25,800
Closed -$25K 276
2019
Q3
$25K Buy
25,800
+1,300
+5% +$1.26K ﹤0.01% 250
2019
Q2
$34K Hold
24,500
﹤0.01% 241
2019
Q1
$34K Hold
24,500
﹤0.01% 242
2018
Q4
$31K Buy
+24,500
New +$31K ﹤0.01% 223