IFP Advisors’s Urban Edge Properties UE Stock Holding History

IFP Advisors’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.36K	Buy	448 +306	+215%	+$5.71K	﹤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%	-$2.62K	﹤0.01%	2753
2022 Q4	$7K	Hold	262	–	–	﹤0.01%	3639
2022 Q3	$7K	Buy	262 +48	+22%	+$1.28K	﹤0.01%	3884
2022 Q2	$6K	Hold	214	–	–	﹤0.01%	3720
2022 Q1	$6K	Buy	214 +72	+51%	+$2.02K	﹤0.01%	3720
2021 Q4	$3K	Sell	142 -2	-1%	-$42	﹤0.01%	2648
2021 Q3	$4K	Hold	144	–	–	﹤0.01%	2604
2021 Q2	$3K	Hold	144	–	–	﹤0.01%	2647
2021 Q1	$2K	Hold	144	–	–	﹤0.01%	2688
2020 Q4	$2K	Hold	144	–	–	﹤0.01%	2645
2020 Q3	$1K	Hold	144	–	–	﹤0.01%	2702
2020 Q2	$2K	Buy	144 +73	+103%	+$1.01K	﹤0.01%	2410
2020 Q1	$1K	Hold	71	–	–	﹤0.01%	2580
2019 Q4	$1K	Hold	71	–	–	﹤0.01%	2720
2019 Q3	$1K	Buy	+71	New	+$1K	﹤0.01%	2922
2019 Q1	$0	Sell	2 -30	-94%	–	﹤0.01%	3360
2018 Q4	$1K	Buy	32 +30	+1,500%	+$938	﹤0.01%	3341
2018 Q3	$0	Hold	2	–	–	﹤0.01%	3968
2018 Q2	$0	Hold	2	–	–	﹤0.01%	4016
2018 Q1	$0	Hold	2	–	–	﹤0.01%	3810
2017 Q4	$0	Sell	2 -51	-96%	–	﹤0.01%	4043
2017 Q3	$1K	Hold	53	–	–	﹤0.01%	3915
2017 Q2	$1K	Hold	53	–	–	﹤0.01%	3914
2017 Q1	$1K	Hold	53	–	–	﹤0.01%	3827
2016 Q4	$1K	Sell	53 -14	-21%	-$264	﹤0.01%	3817
2016 Q3	$2K	Sell	67 -27	-29%	-$806	﹤0.01%	3608
2016 Q2	$3K	Buy	94 +92	+4,600%	+$2.94K	﹤0.01%	3366
2016 Q1	$0	Sell	2 -65	-97%	–	﹤0.01%	3397
2015 Q4	$2K	Buy	+67	New	+$2K	﹤0.01%	3355