Carson Wealth (CWM LLC)’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-890
| Closed | -$19K | – | 4676 |
|
|
2023
Q2 | $19K | Buy |
890
+370
| +71% | +$7.9K | ﹤0.01% | 2697 |
|
|
2023
Q1 | $9K | Buy |
520
+14
| +3% | +$242 | ﹤0.01% | 3046 |
|
|
2022
Q4 | $10K | Sell |
506
-141
| -22% | -$2.79K | ﹤0.01% | 2827 |
|
|
2022
Q3 | $10K | Sell |
647
-720
| -53% | -$11.1K | ﹤0.01% | 2717 |
|
|
2022
Q2 | $22K | Buy |
1,367
+511
| +60% | +$8.22K | ﹤0.01% | 2066 |
|
|
2022
Q1 | $16K | Buy |
856
+732
| +590% | +$13.7K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 3064 |
|
|
2021
Q2 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2021
Q1 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2020
Q4 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2020
Q3 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2020
Q2 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2020
Q1 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2019
Q4 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2019
Q3 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2019
Q2 | $2K | Hold |
124
| – | – | ﹤0.01% | 2712 |
|
|
2019
Q1 | $2K | Buy |
+124
| New | +$2K | ﹤0.01% | 2712 |
|