Wealthspire Advisors (Maryland)’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,267
| Closed | -$169K | – | 546 |
|
|
2020
Q2 | $169K | Buy |
14,267
+318
| +2% | +$3.77K | 0.01% | 424 |
|
|
2020
Q1 | $123K | Buy |
13,949
+291
| +2% | +$2.57K | 0.01% | 409 |
|
|
2019
Q4 | $262K | Hold |
13,658
| – | – | 0.02% | 409 |
|
|
2019
Q3 | $270K | Sell |
13,658
-171
| -1% | -$3.38K | 0.02% | 373 |
|
|
2019
Q2 | $240K | Buy |
13,829
+221
| +2% | +$3.84K | 0.02% | 401 |
|
|
2019
Q1 | $259K | Buy |
13,608
+21
| +0.2% | +$400 | 0.02% | 392 |
|
|
2018
Q4 | $226K | Sell |
13,587
-36
| -0.3% | -$599 | 0.02% | 378 |
|
|
2018
Q3 | $301K | Hold |
13,623
| – | – | 0.02% | 357 |
|
|
2018
Q2 | $312K | Buy |
13,623
+70
| +0.5% | +$1.6K | 0.03% | 349 |
|
|
2018
Q1 | $289K | Sell |
13,553
-14
| -0.1% | -$299 | 0.03% | 369 |
|
|
2017
Q4 | $346K | Buy |
13,567
+61
| +0.5% | +$1.56K | 0.03% | 338 |
|
|
2017
Q3 | $326K | Sell |
13,506
-44
| -0.3% | -$1.06K | 0.04% | 342 |
|
|
2017
Q2 | $322K | Sell |
13,550
-190
| -1% | -$4.52K | 0.04% | 332 |
|
|
2017
Q1 | $361K | Hold |
13,740
| – | – | 0.05% | 250 |
|
|
2016
Q4 | $378K | Buy |
13,740
+13,682
| +23,590% | +$376K | 0.06% | 229 |
|
|
2016
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q2 | $2K | Sell |
58
-1,532
| -96% | -$52.8K | ﹤0.01% | 1537 |
|
|
2016
Q1 | $41K | Buy |
1,590
+1,532
| +2,641% | +$39.5K | 0.01% | 754 |
|
|
2015
Q4 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 1655 |
|