United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,747
| Closed | -$166K | – | 1069 |
|
|
2022
Q4 | $166K | Sell |
11,747
-239
| -2% | -$3.37K | ﹤0.01% | 998 |
|
|
2022
Q3 | $160K | Buy |
11,986
+77
| +0.6% | +$1.03K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $181K | Buy |
11,909
+153
| +1% | +$2.33K | ﹤0.01% | 1070 |
|
|
2022
Q1 | $225K | Buy |
11,756
+115
| +1% | +$2.2K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $221K | Buy |
11,641
+5
| +0% | +$95 | ﹤0.01% | 1115 |
|
|
2021
Q3 | $213K | Hold |
11,636
| – | – | ﹤0.01% | 1119 |
|
|
2021
Q2 | $222K | Sell |
11,636
-5
| -0% | -$95 | ﹤0.01% | 1125 |
|
|
2021
Q1 | $192K | Hold |
11,641
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q4 | $151K | Sell |
11,641
-415
| -3% | -$5.38K | ﹤0.01% | 1138 |
|
|
2020
Q3 | $117K | Buy |
12,056
+16
| +0.1% | +$155 | ﹤0.01% | 1102 |
|
|
2020
Q2 | $143K | Sell |
12,040
-86
| -0.7% | -$1.02K | ﹤0.01% | 1121 |
|
|
2020
Q1 | $107K | Buy |
12,126
+403
| +3% | +$3.56K | ﹤0.01% | 1118 |
|
|
2019
Q4 | $225K | Hold |
11,723
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q3 | $232K | Buy |
11,723
+87
| +0.7% | +$1.72K | ﹤0.01% | 1133 |
|
|
2019
Q2 | $202K | Hold |
11,636
| – | – | ﹤0.01% | 1345 |
|
|
2019
Q1 | $222K | Hold |
11,636
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q4 | $193K | Hold |
11,636
| – | – | ﹤0.01% | 1205 |
|
|
2018
Q3 | $257K | Hold |
11,636
| – | – | ﹤0.01% | 1169 |
|
|
2018
Q2 | $266K | Buy |
11,636
+9
| +0.1% | +$206 | ﹤0.01% | 1129 |
|
|
2018
Q1 | $248K | Sell |
11,627
-17
| -0.1% | -$363 | ﹤0.01% | 1160 |
|
|
2017
Q4 | $297K | Hold |
11,644
| – | – | ﹤0.01% | 1118 |
|
|
2017
Q3 | $281K | Buy |
11,644
+474
| +4% | +$11.4K | ﹤0.01% | 1134 |
|
|
2017
Q2 | $265K | Buy |
11,170
+1
| +0% | +$24 | ﹤0.01% | 1112 |
|
|
2017
Q1 | $294K | Sell |
11,169
-116
| -1% | -$3.05K | ﹤0.01% | 1050 |
|
|
2016
Q4 | $310K | Buy |
11,285
+17
| +0.2% | +$467 | ﹤0.01% | 1040 |
|
|
2016
Q3 | $317K | Sell |
11,268
-2,643
| -19% | -$74.4K | ﹤0.01% | 1062 |
|
|
2016
Q2 | $417K | Hold |
13,911
| – | – | ﹤0.01% | 955 |
|
|
2016
Q1 | $359K | Hold |
13,911
| – | – | ﹤0.01% | 953 |
|
|
2015
Q4 | $326K | Sell |
13,911
-1,788
| -11% | -$41.9K | ﹤0.01% | 993 |
|
|
2015
Q3 | $339K | Sell |
15,699
-2,322
| -13% | -$50.1K | ﹤0.01% | 1024 |
|
|
2015
Q2 | $375K | Buy |
18,021
+6,630
| +58% | +$138K | ﹤0.01% | 1018 |
|
|
2015
Q1 | $258K | Buy |
+11,391
| New | +$258K | ﹤0.01% | 1109 |
|