Creative Planning’s Urstadt Biddle Properties Inc. UBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,903
| Closed | -$50K | – | 3820 |
|
|
2017
Q2 | $50K | Hold |
2,903
| – | – | ﹤0.01% | 2501 |
|
|
2017
Q1 | $50K | Hold |
2,903
| – | – | ﹤0.01% | 2461 |
|
|
2016
Q4 | $55K | Hold |
2,903
| – | – | ﹤0.01% | 2305 |
|
|
2016
Q3 | $53K | Hold |
2,903
| – | – | ﹤0.01% | 2300 |
|
|
2016
Q2 | $64K | Hold |
2,903
| – | – | ﹤0.01% | 1961 |
|
|
2016
Q1 | $52K | Hold |
2,903
| – | – | ﹤0.01% | 2071 |
|
|
2015
Q4 | $52K | Sell |
2,903
-3,497
| -55% | -$62.6K | ﹤0.01% | 2072 |
|
|
2015
Q3 | $114K | Buy |
+6,400
| New | +$114K | ﹤0.01% | 1509 |
|
|
2015
Q2 | – | Sell |
-6,400
| Closed | -$121K | – | 3087 |
|
|
2015
Q1 | $121K | Hold |
6,400
| – | – | ﹤0.01% | 1465 |
|
|
2014
Q4 | $120K | Hold |
6,400
| – | – | ﹤0.01% | 1441 |
|
|
2014
Q3 | $110K | Hold |
6,400
| – | – | ﹤0.01% | 1404 |
|
|
2014
Q2 | $114K | Buy |
6,400
+300
| +5% | +$5.34K | ﹤0.01% | 1349 |
|
|
2014
Q1 | $108K | Sell |
6,100
-100
| -2% | -$1.77K | ﹤0.01% | 1359 |
|
|
2013
Q4 | $98K | Buy |
6,200
+2,200
| +55% | +$34.8K | ﹤0.01% | 1207 |
|
|
2013
Q3 | $69K | Hold |
4,000
| – | – | ﹤0.01% | 1337 |
|
|
2013
Q2 | $73K | Buy |
+4,000
| New | +$73K | ﹤0.01% | 1163 |
|