Grassi Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,000
| Closed | -$239K | – | 138 |
|
|
2016
Q2 | $239K | Hold |
8,000
| – | – | 0.05% | 122 |
|
|
2016
Q1 | $207K | Sell |
8,000
-18,100
| -69% | -$468K | 0.04% | 121 |
|
|
2015
Q4 | $612K | Sell |
26,100
-150,750
| -85% | -$3.53M | 0.13% | 108 |
|
|
2015
Q3 | $3.82M | Sell |
176,850
-2,875
| -2% | -$62.1K | 0.81% | 48 |
|
|
2015
Q2 | $3.74M | Sell |
179,725
-1,900
| -1% | -$39.5K | 0.7% | 51 |
|
|
2015
Q1 | $4.31M | Buy |
+181,625
| New | +$4.31M | 0.8% | 46 |
|