Bogart Wealth LLC’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Bogart Wealth LLC’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,500	Closed	-$31.9K	–	1112
2023 Q2	$31.9K	Hold	1,500	–	–	﹤0.01%	391
2023 Q1	$26.4K	Hold	1,500	–	–	﹤0.01%	413
2022 Q4	$28.4K	Hold	1,500	–	–	﹤0.01%	379
2022 Q3	$23K	Hold	1,500	–	–	﹤0.01%	413
2022 Q2	$24K	Hold	1,500	–	–	﹤0.01%	393
2022 Q1	$28K	Buy	+1,500	New	+$29.4K	﹤0.01%	340

Other funds holding UBA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bogart Wealth LLC's UBA Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2023, closing a stake of 1,500 shares — an estimated $31.9K sold.

Bogart Wealth LLC first reported a position in UBA in Q1 2022 and held it in 6 quarters. The position peaked at $31.9K in Q2 2023. 1 fund tracked by Wall St. Rank holds UBA as of Q3 2023.

Bogart Wealth LLC reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 1,500 Urstadt Biddle Properties Inc. Class A shares in Q3 2023, an estimated $31.9K.
Bogart Wealth LLC first reported a position in Urstadt Biddle Properties Inc. Class A in Q1 2022 and held it in 6 quarters.
Bogart Wealth LLC's Urstadt Biddle Properties Inc. Class A position peaked at $31.9K in Q2 2023.
1 fund tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.