Allworth Financial’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21K | Buy |
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|
2025
Q1 | $2.46K | Buy |
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|
2024
Q4 | $2.19K | Hold |
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|
2024
Q3 | $2.4K | Hold |
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|
2024
Q2 | $2.13K | Hold |
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|
2024
Q1 | $1.98K | Hold |
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|
2023
Q4 | $1.87K | Buy |
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|
2023
Q3 | $1.57K | Buy |
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|
2023
Q2 | $608 | Buy |
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|
2023
Q1 | $429 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $12K | Buy |
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