IFP Advisors’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.6K | Sell |
679
-11
| -2% | -$221 | ﹤0.01% | 3000 |
|
|
2025
Q4 | $13.2K | Buy |
690
+194
| +39% | +$3.76K | ﹤0.01% | 2927 |
|
|
2025
Q3 | $10.2K | Buy |
496
+48
| +11% | +$957 | ﹤0.01% | 2894 |
|
|
2025
Q2 | $8.36K | Buy |
448
+306
| +215% | +$5.59K | ﹤0.01% | 3028 |
|
|
2025
Q1 | $2.7K | Hold |
142
| – | – | ﹤0.01% | 3046 |
|
|
2024
Q4 | $3.05K | Hold |
142
| – | – | ﹤0.01% | 2960 |
|
|
2024
Q3 | $3.04K | Hold |
142
| – | – | ﹤0.01% | 2815 |
|
|
2024
Q2 | $2.62K | Hold |
142
| – | – | ﹤0.01% | 2755 |
|
|
2024
Q1 | $2.45K | Hold |
142
| – | – | ﹤0.01% | 2635 |
|
|
2023
Q4 | $2.6K | Hold |
142
| – | – | ﹤0.01% | 2614 |
|
|
2023
Q3 | $2.17K | Hold |
142
| – | – | ﹤0.01% | 2811 |
|
|
2023
Q2 | $2.19K | Hold |
142
| – | – | ﹤0.01% | 2846 |
|
|
2023
Q1 | $3.1K | Sell |
142
-120
| -46% | -$1.81K | ﹤0.01% | 2753 |
|
|
2022
Q4 | $7K | Hold |
262
| – | – | ﹤0.01% | 3639 |
|
|
2022
Q3 | $7K | Buy |
262
+48
| +22% | +$748 | ﹤0.01% | 3883 |
|
|
2022
Q2 | $6K | Hold |
214
| – | – | ﹤0.01% | 3719 |
|
|
2022
Q1 | $6K | Buy |
214
+72
| +51% | +$1.33K | ﹤0.01% | 3719 |
|
|
2021
Q4 | $3K | Sell |
142
-2
| -1% | -$37 | ﹤0.01% | 2696 |
|
|
2021
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 2665 |
|
|
2021
Q2 | $3K | Hold |
144
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q1 | $2K | Hold |
144
| – | – | ﹤0.01% | 2719 |
|
|
2020
Q4 | $2K | Hold |
144
| – | – | ﹤0.01% | 2668 |
|
|
2020
Q3 | $1K | Hold |
144
| – | – | ﹤0.01% | 2728 |
|
|
2020
Q2 | $2K | Buy |
144
+73
| +103% | +$733 | ﹤0.01% | 2434 |
|
|
2020
Q1 | $1K | Hold |
71
| – | – | ﹤0.01% | 2624 |
|
|
2019
Q4 | $1K | Hold |
71
| – | – | ﹤0.01% | 2733 |
|
|
2019
Q3 | $1K | Buy |
+71
| New | +$1.26K | ﹤0.01% | 2937 |
|
|
2019
Q1 | $0 | Sell |
2
-30
| -94% | -$579 | ﹤0.01% | 3403 |
|
|
2018
Q4 | $1K | Buy |
32
+30
| +1,500% | +$591 | ﹤0.01% | 3392 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 4032 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 4067 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3843 |
|
|
2017
Q4 | $0 | Sell |
2
-51
| -96% | -$1.27K | ﹤0.01% | 4101 |
|
|
2017
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 3955 |
|
|
2017
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 3948 |
|
|
2017
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 3862 |
|
|
2016
Q4 | $1K | Sell |
53
-14
| -21% | -$371 | ﹤0.01% | 3845 |
|
|
2016
Q3 | $2K | Sell |
67
-27
| -29% | -$782 | ﹤0.01% | 3625 |
|
|
2016
Q2 | $3K | Buy |
94
+92
| +4,600% | +$2.46K | ﹤0.01% | 3378 |
|
|
2016
Q1 | $0 | Sell |
2
-65
| -97% | -$1.56K | ﹤0.01% | 3398 |
|
|
2015
Q4 | $2K | Buy |
+67
| New | +$1.56K | ﹤0.01% | 3371 |
|
Other funds holding UE
VPM
VCM
RC
WHG
