Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$38K | – | 902 |
|
|
2017
Q2 | $38K | Hold |
1,500
| – | – | ﹤0.01% | 444 |
|
|
2017
Q1 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 437 |
|
|
2016
Q4 | $41K | Hold |
1,500
| – | – | ﹤0.01% | 410 |
|
|
2016
Q3 | $42K | Sell |
1,500
-795
| -35% | -$22.3K | ﹤0.01% | 410 |
|
|
2016
Q2 | $69K | Hold |
2,295
| – | – | ﹤0.01% | 366 |
|
|
2016
Q1 | $59K | Hold |
2,295
| – | – | ﹤0.01% | 374 |
|
|
2015
Q4 | $54K | Buy |
2,295
+795
| +53% | +$18.7K | ﹤0.01% | 410 |
|
|
2015
Q3 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 464 |
|
|
2015
Q2 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 464 |
|
|
2015
Q1 | $36K | Buy |
+1,500
| New | +$36K | ﹤0.01% | 466 |
|