LGT Financial Advisors’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-166
| Closed | -$3.57K | – | 700 |
|
|
2024
Q4 | $3.57K | Hold |
166
| – | – | 0.01% | 600 |
|
|
2024
Q3 | $3.55K | Hold |
166
| – | – | 0.01% | 594 |
|
|
2024
Q2 | $3.07K | Hold |
166
| – | – | 0.01% | 671 |
|
|
2024
Q1 | $2.87K | Hold |
166
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $3.04K | Hold |
166
| – | – | ﹤0.01% | 725 |
|
|
2023
Q3 | $2.53K | Buy |
+166
| New | +$2.53K | ﹤0.01% | 767 |
|