Addison Capital’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,200
| Closed | -$349K | – | 141 |
|
|
2022
Q1 | $349K | Hold |
14,200
| – | – | 0.17% | 104 |
|
|
2021
Q4 | $388K | Hold |
14,200
| – | – | 0.17% | 93 |
|
|
2021
Q3 | $325K | Hold |
14,200
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $310K | Buy |
14,200
+2,000
| +16% | +$43.7K | 0.15% | 98 |
|
|
2021
Q1 | $234K | Hold |
12,200
| – | – | 0.13% | 104 |
|
|
2020
Q4 | $181K | Hold |
12,200
| – | – | 0.11% | 104 |
|
|
2020
Q3 | $165K | Hold |
12,200
| – | – | 0.12% | 98 |
|
|
2020
Q2 | $158K | Sell |
12,200
-8,200
| -40% | -$106K | 0.12% | 94 |
|
|
2020
Q1 | $222K | Sell |
20,400
-1,000
| -5% | -$10.9K | 0.16% | 95 |
|
|
2019
Q4 | $337K | Sell |
21,400
-3,200
| -13% | -$50.4K | 0.22% | 91 |
|
|
2019
Q3 | $346K | Hold |
24,600
| – | – | 0.25% | 85 |
|
|
2019
Q2 | $305K | Sell |
24,600
-3,000
| -11% | -$37.2K | 0.21% | 97 |
|
|
2019
Q1 | $389K | Hold |
27,600
| – | – | 0.3% | 72 |
|
|
2018
Q4 | $327K | Buy |
+27,600
| New | +$327K | 0.29% | 73 |
|