IFP Advisors’s urban-gro UGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76K | Sell |
12,500
-33,698
| -73% | -$10.1K | ﹤0.01% | 3574 |
|
|
2025
Q1 | $18.7K | Sell |
46,198
-55
| -0.1% | -$22 | ﹤0.01% | 2311 |
|
|
2024
Q4 | $43.7K | Buy |
46,253
+2,753
| +6% | +$2.6K | ﹤0.01% | 1886 |
|
|
2024
Q3 | $60K | Buy |
+43,500
| New | +$60K | ﹤0.01% | 1645 |
|
|
2023
Q3 | – | Sell |
-5,300
| Closed | -$6.25K | – | 3558 |
|
|
2023
Q2 | $6.25K | Hold |
5,300
| – | – | ﹤0.01% | 2460 |
|
|
2023
Q1 | $79.5K | Sell |
5,300
-142,731
| -96% | -$2.14M | ﹤0.01% | 1362 |
|
|
2022
Q4 | $2.22M | Buy |
148,031
+13,900
| +10% | +$208K | 0.06% | 350 |
|
|
2022
Q3 | $2.01M | Buy |
134,131
+38,500
| +40% | +$578K | 0.05% | 395 |
|
|
2022
Q2 | $1.43M | Hold |
95,631
| – | – | 0.05% | 464 |
|
|
2022
Q1 | $1.43M | Buy |
95,631
+94,331
| +7,256% | +$1.41M | 0.05% | 464 |
|
|
2021
Q4 | $13K | Hold |
1,300
| – | – | ﹤0.01% | 2096 |
|
|
2021
Q3 | $17K | Buy |
+1,300
| New | +$17K | ﹤0.01% | 2015 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4339 |
|