Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17
| Closed | – | – | 969 |
|
|
2018
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1009 |
|
|
2017
Q1 | – | Sell |
-170
| Closed | -$5K | – | 1027 |
|
|
2016
Q4 | $5K | Hold |
170
| – | – | ﹤0.01% | 725 |
|
|
2016
Q3 | $5K | Sell |
170
-29
| -15% | -$853 | ﹤0.01% | 712 |
|
|
2016
Q2 | $6K | Buy |
199
+10
| +5% | +$302 | ﹤0.01% | 611 |
|
|
2016
Q1 | $5K | Buy |
189
+49
| +35% | +$1.3K | ﹤0.01% | 592 |
|
|
2015
Q4 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 829 |
|