Coppell Advisory Solutions’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 |
-700
| Closed | -$14.9K | – | 1770 |
|
2024
Q4 | $14.9K | Hold |
700
| – | – | ﹤0.01% | 972 |
|
2024
Q3 | $14.8K | Hold |
700
| – | – | ﹤0.01% | 970 |
|
2024
Q2 | $12.9K | Buy |
+700
| New | +$12.9K | ﹤0.01% | 942 |
|
2023
Q4 | $37.1K | Buy |
+2,025
| New | +$37.1K | 0.01% | 566 |
|
2023
Q3 | – | Sell |
-675
| Closed | -$10.4K | – | 1550 |
|
2023
Q2 | $10.4K | Buy |
+675
| New | +$10.4K | ﹤0.01% | 679 |
|
2023
Q1 | – | Sell |
-1,350
| Closed | -$19K | – | 1020 |
|
2022
Q4 | $19K | Buy |
+1,350
| New | +$19K | 0.01% | 509 |
|