Advisor Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $39K | Hold |
2,500
| – | – | ﹤0.01% | 3572 |
|
|
2019
Q3 | $35K | Hold |
2,500
| – | – | ﹤0.01% | 3633 |
|
|
2019
Q2 | $31K | Hold |
2,500
| – | – | ﹤0.01% | 3671 |
|
|
2019
Q1 | $35K | Hold |
2,500
| – | – | ﹤0.01% | 3626 |
|
|
2018
Q4 | $30K | Hold |
2,500
| – | – | ﹤0.01% | 3532 |
|
|
2018
Q3 | $39K | Buy |
+2,500
| New | +$39K | ﹤0.01% | 3459 |
|
|
2018
Q1 | – | Sell |
-621
| Closed | -$9K | – | 5051 |
|
|
2017
Q4 | $9K | Buy |
621
+8
| +1% | +$116 | ﹤0.01% | 4147 |
|
|
2017
Q3 | $10K | Buy |
613
+7
| +1% | +$114 | ﹤0.01% | 3971 |
|
|
2017
Q2 | $10K | Buy |
+606
| New | +$10K | ﹤0.01% | 3926 |
|
|
2016
Q4 | – | Sell |
-375
| Closed | -$4K | – | 4599 |
|
|
2016
Q3 | $4K | Sell |
375
-1,000
| -73% | -$10.7K | ﹤0.01% | 4007 |
|
|
2016
Q2 | $15K | Buy |
+1,375
| New | +$15K | ﹤0.01% | 3260 |
|