Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61K | Buy |
+86
| New | +$1.61K | ﹤0.01% | 2867 |
|
|
2019
Q2 | – | Sell |
-123
| Closed | -$2K | – | 2526 |
|
|
2019
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 2271 |
|
|
2018
Q4 | $2K | Hold |
123
| – | – | ﹤0.01% | 2240 |
|
|
2018
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 2290 |
|
|
2018
Q2 | $2K | Hold |
123
| – | – | ﹤0.01% | 2138 |
|
|
2018
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 2064 |
|
|
2017
Q4 | $3K | Hold |
123
| – | – | ﹤0.01% | 1962 |
|
|
2017
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 2002 |
|
|
2017
Q2 | $2K | Hold |
123
| – | – | ﹤0.01% | 1958 |
|
|
2017
Q1 | $3K | Hold |
123
| – | – | ﹤0.01% | 1832 |
|
|
2016
Q4 | $3K | Hold |
123
| – | – | ﹤0.01% | 1794 |
|
|
2016
Q3 | $3K | Hold |
123
| – | – | ﹤0.01% | 1716 |
|
|
2016
Q2 | $3K | Hold |
123
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q1 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 1624 |
|