Mascoma Wealth Management’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-126
| Closed | -$2K | – | 318 |
|
|
2019
Q2 | $2K | Hold |
126
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $2K | Hold |
126
| – | – | ﹤0.01% | 359 |
|
|
2018
Q4 | $2K | Hold |
126
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 353 |
|
|
2018
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 349 |
|
|
2018
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 339 |
|
|
2017
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 334 |
|
|
2017
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 353 |
|
|
2017
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 359 |
|
|
2017
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 326 |
|
|
2016
Q4 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 328 |
|