Cary Street Partners Investment Advisory’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$1.61K | – | 593 |
|
|
2024
Q4 | $1.61K | Sell |
75
-9,560
| -99% | -$206K | ﹤0.01% | 490 |
|
|
2024
Q3 | $206K | Buy |
+9,635
| New | +$206K | 0.01% | 727 |
|
|
2023
Q4 | – | Sell |
-9,560
| Closed | -$146K | – | 1732 |
|
|
2023
Q3 | $146K | Hold |
9,560
| – | – | 0.01% | 625 |
|
|
2023
Q2 | $148K | Hold |
9,560
| – | – | 0.01% | 583 |
|
|
2023
Q1 | $144K | Hold |
9,560
| – | – | 0.01% | 537 |
|
|
2022
Q4 | $135K | Buy |
+9,560
| New | +$135K | 0.01% | 534 |
|
|
2022
Q3 | – | Sell |
-9,560
| Closed | -$145K | – | 569 |
|
|
2022
Q2 | $145K | Buy |
+9,560
| New | +$145K | 0.01% | 468 |
|