IFP Advisors’s Ur-Energy URG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32K | Buy |
6,018
+5,970
| +12,438% | +$6.27K | ﹤0.01% | 3207 |
|
|
2025
Q1 | $32 | Hold |
48
| – | – | ﹤0.01% | 4104 |
|
|
2024
Q4 | $55 | Buy |
+48
| New | +$55 | ﹤0.01% | 4234 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4564 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4359 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4235 |
|
|
2019
Q4 | – | Sell |
-24,500
| Closed | -$15K | – | 3600 |
|
|
2019
Q3 | $15K | Buy |
+24,500
| New | +$15K | ﹤0.01% | 1890 |
|
|
2019
Q1 | $1K | Hold |
1,500
| – | – | ﹤0.01% | 2269 |
|
|
2018
Q4 | $1K | Hold |
1,500
| – | – | ﹤0.01% | 3343 |
|
|
2018
Q3 | $1K | Buy |
+1,500
| New | +$1K | ﹤0.01% | 3689 |
|
|
2017
Q4 | – | Sell |
-6,130
| Closed | -$4K | – | 4048 |
|
|
2017
Q3 | $4K | Hold |
6,130
| – | – | ﹤0.01% | 3505 |
|
|
2017
Q2 | $4K | Buy |
6,130
+1,130
| +23% | +$737 | ﹤0.01% | 3507 |
|
|
2017
Q1 | $3K | Hold |
5,000
| – | – | ﹤0.01% | 3531 |
|
|
2016
Q4 | $3K | Buy |
+5,000
| New | +$3K | ﹤0.01% | 3522 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$1K | – | 4192 |
|
|
2016
Q1 | $1K | Buy |
+1,500
| New | +$1K | ﹤0.01% | 2269 |
|