Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-66
| Closed | -$1K | – | 673 |
|
|
2020
Q4 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 571 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 864 |
|
|
2020
Q1 | – | Sell |
-230
| Closed | -$4K | – | 1008 |
|
|
2019
Q4 | $4K | Hold |
230
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $5K | Sell |
230
-28
| -11% | -$609 | 0.01% | 427 |
|
|
2019
Q2 | $4K | Hold |
258
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $5K | Buy |
+258
| New | +$5K | ﹤0.01% | 399 |
|