Carson Wealth (CWM LLC)’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 |
-890
| Closed | -$19K | – | 4686 |
|
|
2023
Q2 | $19K | Buy |
890
+370
| +71% | +$6.9K | ﹤0.01% | 2700 |
|
|
2023
Q1 | $9K | Buy |
520
+14
| +3% | +$251 | ﹤0.01% | 3048 |
|
|
2022
Q4 | $10K | Sell |
506
-141
| -22% | -$2.58K | ﹤0.01% | 2830 |
|
|
2022
Q3 | $10K | Sell |
647
-720
| -53% | -$12.3K | ﹤0.01% | 2720 |
|
|
2022
Q2 | $22K | Buy |
1,367
+511
| +60% | +$8.84K | ﹤0.01% | 2069 |
|
|
2022
Q1 | $16K | Buy |
856
+732
| +590% | +$14.3K | ﹤0.01% | 2239 |
|
|
2021
Q4 | $3K | Buy |
+124
| New | +$2.49K | ﹤0.01% | 3075 |
|
|
2021
Q2 | $2K | Hold |
124
| – | – | ﹤0.01% | 2742 |
|
|
2021
Q1 | $2K | Hold |
124
| – | – | ﹤0.01% | 2742 |
|
|
2020
Q4 | $2K | Hold |
124
| – | – | ﹤0.01% | 2741 |
|
|
2020
Q3 | $2K | Hold |
124
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q2 | $2K | Hold |
124
| – | – | ﹤0.01% | 2738 |
|
|
2020
Q1 | $2K | Hold |
124
| – | – | ﹤0.01% | 2738 |
|
|
2019
Q4 | $2K | Hold |
124
| – | – | ﹤0.01% | 2736 |
|
|
2019
Q3 | $2K | Hold |
124
| – | – | ﹤0.01% | 2736 |
|
|
2019
Q2 | $2K | Hold |
124
| – | – | ﹤0.01% | 2735 |
|
|
2019
Q1 | $2K | Buy |
+124
| New | +$2.58K | ﹤0.01% | 2731 |
|
Other funds holding UBA
Carson Wealth (CWM LLC)'s UBA Position: Q3 2023 in Review
Carson Wealth (CWM LLC) sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2023, closing a stake of 890 shares — an estimated $19K sold.
Carson Wealth (CWM LLC) first reported a position in UBA in Q1 2019 and held it in 17 quarters. The position peaked at $22K in Q2 2022. 1 fund tracked by Wall St. Rank holds UBA as of Q3 2023.
- Carson Wealth (CWM LLC) reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 890 Urstadt Biddle Properties Inc. Class A shares in Q3 2023, an estimated $19K.
- Carson Wealth (CWM LLC) first reported a position in Urstadt Biddle Properties Inc. Class A in Q1 2019 and held it in 17 quarters.
- Carson Wealth (CWM LLC)'s Urstadt Biddle Properties Inc. Class A position peaked at $22K in Q2 2022.
- 1 fund tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.