Evercore Wealth Management’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-776
| Closed | -$20K | – | 763 |
|
|
2017
Q4 | $20K | Hold |
776
| – | – | ﹤0.01% | 732 |
|
|
2017
Q3 | $19K | Hold |
776
| – | – | ﹤0.01% | 724 |
|
|
2017
Q2 | $18K | Hold |
776
| – | – | ﹤0.01% | 739 |
|
|
2017
Q1 | $20K | Sell |
776
-172
| -18% | -$4.43K | ﹤0.01% | 751 |
|
|
2016
Q4 | $26K | Buy |
948
+172
| +22% | +$4.72K | ﹤0.01% | 714 |
|
|
2016
Q3 | $22K | Hold |
776
| – | – | ﹤0.01% | 758 |
|
|
2016
Q2 | $23K | Hold |
776
| – | – | ﹤0.01% | 728 |
|
|
2016
Q1 | $20K | Hold |
776
| – | – | ﹤0.01% | 726 |
|
|
2015
Q4 | $18K | Hold |
776
| – | – | ﹤0.01% | 782 |
|
|
2015
Q3 | $17K | Hold |
776
| – | – | ﹤0.01% | 773 |
|
|
2015
Q2 | $16K | Hold |
776
| – | – | ﹤0.01% | 834 |
|
|
2015
Q1 | $18K | Buy |
+776
| New | +$18K | ﹤0.01% | 802 |
|