EverSource Wealth Advisors’s Urban Edge Properties UE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Buy |
1,322
+1,071
| +427% | +$20K | ﹤0.01% | 2127 |
|
|
2025
Q1 | $4.77K | Buy |
251
+175
| +230% | +$3.33K | ﹤0.01% | 2521 |
|
|
2024
Q4 | $1.64K | Buy |
76
+43
| +130% | +$925 | ﹤0.01% | 2792 |
|
|
2024
Q3 | $706 | Hold |
33
| – | – | ﹤0.01% | 2789 |
|
|
2024
Q2 | $670 | Hold |
33
| – | – | ﹤0.01% | 2819 |
|
|
2024
Q1 | $552 | Hold |
33
| – | – | ﹤0.01% | 2694 |
|
|
2023
Q4 | $604 | Buy |
+33
| New | +$604 | ﹤0.01% | 2489 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$602 | – | 2676 |
|
|
2023
Q2 | $602 | Hold |
39
| – | – | ﹤0.01% | 2311 |
|
|
2023
Q1 | $587 | Hold |
39
| – | – | ﹤0.01% | 2190 |
|
|
2022
Q4 | $550 | Hold |
39
| – | – | ﹤0.01% | 2188 |
|
|
2022
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1908 |
|