Creative Planning’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,125
| Closed | -$141K | – | 4500 |
|
|
2017
Q2 | $141K | Hold |
7,125
| – | – | ﹤0.01% | 1732 |
|
|
2017
Q1 | $146K | Hold |
7,125
| – | – | ﹤0.01% | 1696 |
|
|
2016
Q4 | $172K | Sell |
7,125
-2,500
| -26% | -$60.4K | ﹤0.01% | 1477 |
|
|
2016
Q3 | $214K | Hold |
9,625
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q2 | $239K | Hold |
9,625
| – | – | ﹤0.01% | 1165 |
|
|
2016
Q1 | $202K | Sell |
9,625
-850
| -8% | -$17.8K | ﹤0.01% | 1207 |
|
|
2015
Q4 | $202K | Hold |
10,475
| – | – | ﹤0.01% | 1186 |
|
|
2015
Q3 | $196K | Hold |
10,475
| – | – | ﹤0.01% | 1203 |
|
|
2015
Q2 | $196K | Hold |
10,475
| – | – | ﹤0.01% | 866 |
|
|
2015
Q1 | $242K | Buy |
10,475
+1,000
| +11% | +$23.1K | ﹤0.01% | 1088 |
|
|
2014
Q4 | $207K | Buy |
9,475
+2,500
| +36% | +$54.6K | ﹤0.01% | 1116 |
|
|
2014
Q3 | $142K | Buy |
6,975
+850
| +14% | +$17.3K | ﹤0.01% | 1251 |
|
|
2014
Q2 | $128K | Hold |
6,125
| – | – | ﹤0.01% | 1272 |
|
|
2014
Q1 | $127K | Buy |
6,125
+200
| +3% | +$4.15K | ﹤0.01% | 1247 |
|
|
2013
Q4 | $109K | Buy |
5,925
+2,200
| +59% | +$40.5K | ﹤0.01% | 1159 |
|
|
2013
Q3 | $74K | Hold |
3,725
| – | – | ﹤0.01% | 1305 |
|
|
2013
Q2 | $75K | Buy |
+3,725
| New | +$75K | ﹤0.01% | 1152 |
|