WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1505 |
|
|
2017
Q1 | – | Sell |
-28
| Closed | -$1K | – | 1658 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1507 |
|
|
2016
Q3 | $1K | Buy |
28
+1
| +4% | +$36 | ﹤0.01% | 1500 |
|
|
2016
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1491 |
|
|
2016
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1455 |
|
|
2015
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1490 |
|
|
2015
Q3 | $1K | Buy |
27
+1
| +4% | +$37 | ﹤0.01% | 1523 |
|
|
2015
Q2 | $1K | Sell |
26
-6
| -19% | -$231 | ﹤0.01% | 1587 |
|
|
2015
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1654 |
|