Wealthspire Advisors (New York)’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
Q3 | – | Sell |
-20,100
| Closed | -$310K | – | 619 |
|
|
2023
Q2 | $310K | Sell |
20,100
-2
| -0% | -$31 | 0.01% | 454 |
|
|
2023
Q1 | $303K | Sell |
20,102
-1,574
| -7% | -$23.7K | 0.01% | 438 |
|
|
2022
Q4 | $305K | Buy |
+21,676
| New | +$305K | 0.01% | 455 |
|
|
2020
Q2 | – | Sell |
-15,204
| Closed | -$134K | – | 512 |
|
|
2020
Q1 | $134K | Buy |
+15,204
| New | +$134K | 0.01% | 515 |
|