Carson Wealth (CWM LLC)’s Urban Edge Properties UE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Buy |
3,494
+1,169
| +50% | +$21.7K | ﹤0.01% | 3074 |
|
|
2025
Q1 | $44K | Sell |
2,325
-268
| -10% | -$5.07K | ﹤0.01% | 3084 |
|
|
2024
Q4 | $56K | Buy |
2,593
+214
| +9% | +$4.62K | ﹤0.01% | 2717 |
|
|
2024
Q3 | $51K | Buy |
2,379
+484
| +26% | +$10.4K | ﹤0.01% | 2682 |
|
|
2024
Q2 | $35K | Buy |
1,895
+367
| +24% | +$6.78K | ﹤0.01% | 2734 |
|
|
2024
Q1 | $26K | Sell |
1,528
-151
| -9% | -$2.57K | ﹤0.01% | 2738 |
|
|
2023
Q4 | $31K | Sell |
1,679
-230
| -12% | -$4.25K | ﹤0.01% | 2494 |
|
|
2023
Q3 | $29K | Buy |
1,909
+374
| +24% | +$5.68K | ﹤0.01% | 2435 |
|
|
2023
Q2 | $24K | Buy |
1,535
+748
| +95% | +$11.7K | ﹤0.01% | 2520 |
|
|
2023
Q1 | $12K | Buy |
787
+238
| +43% | +$3.63K | ﹤0.01% | 2865 |
|
|
2022
Q4 | $8K | Sell |
549
-65
| -11% | -$947 | ﹤0.01% | 2960 |
|
|
2022
Q3 | $8K | Sell |
614
-327
| -35% | -$4.26K | ﹤0.01% | 2854 |
|
|
2022
Q2 | $14K | Buy |
941
+870
| +1,225% | +$12.9K | ﹤0.01% | 2386 |
|
|
2022
Q1 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 3401 |
|
|
2018
Q1 | – | Sell |
-383
| Closed | -$10K | – | 1538 |
|
|
2017
Q4 | $10K | Sell |
383
-23
| -6% | -$601 | ﹤0.01% | 893 |
|
|
2017
Q3 | $10K | Buy |
+406
| New | +$10K | ﹤0.01% | 895 |
|