Shelton Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-8,363
| Closed | -$213K | – | 887 |
|
2017
Q4 | $213K | Hold |
8,363
| – | – | 0.01% | 781 |
|
2017
Q3 | $202K | Buy |
+8,363
| New | +$202K | 0.01% | 788 |
|
2017
Q2 | – | Sell |
-8,363
| Closed | -$220K | – | 892 |
|
2017
Q1 | $220K | Hold |
8,363
| – | – | 0.02% | 753 |
|
2016
Q4 | $230K | Hold |
8,363
| – | – | 0.02% | 753 |
|
2016
Q3 | $235K | Hold |
8,363
| – | – | 0.02% | 667 |
|
2016
Q2 | $250K | Hold |
8,363
| – | – | 0.02% | 618 |
|
2016
Q1 | $216K | Buy |
+8,363
| New | +$216K | 0.02% | 681 |
|
2015
Q2 | – | Sell |
-8,985
| Closed | -$213K | – | 796 |
|
2015
Q1 | $213K | Buy |
+8,985
| New | +$213K | 0.02% | 735 |
|