Allworth Financial’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21K | Buy |
370
+229
| +162% | +$3.85K | ﹤0.01% | 3139 |
|
|
2025
Q1 | $2.46K | Buy |
141
+19
| +16% | +$331 | ﹤0.01% | 3117 |
|
|
2024
Q4 | $2.19K | Hold |
122
| – | – | ﹤0.01% | 3120 |
|
|
2024
Q3 | $2.4K | Hold |
122
| – | – | ﹤0.01% | 2888 |
|
|
2024
Q2 | $2.13K | Hold |
122
| – | – | ﹤0.01% | 2896 |
|
|
2024
Q1 | $1.98K | Hold |
122
| – | – | ﹤0.01% | 2813 |
|
|
2023
Q4 | $1.87K | Buy |
122
+10
| +9% | +$153 | ﹤0.01% | 2703 |
|
|
2023
Q3 | $1.57K | Buy |
112
+74
| +195% | +$1.04K | ﹤0.01% | 2658 |
|
|
2023
Q2 | $608 | Buy |
38
+9
| +31% | +$144 | ﹤0.01% | 2852 |
|
|
2023
Q1 | $429 | Buy |
+29
| New | +$429 | ﹤0.01% | 2871 |
|
|
2022
Q4 | – | Sell |
-749
| Closed | -$12K | – | 3204 |
|
|
2022
Q3 | $12K | Buy |
+749
| New | +$12K | ﹤0.01% | 1579 |
|