ALPS Advisors’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 | $255K | Buy |
15,214
+320
| +2% | +$5.37K | ﹤0.01% | 975 |
|
|
2025
Q1 | $279K | Sell |
14,894
-1,044
| -7% | -$19.5K | ﹤0.01% | 908 |
|
|
2024
Q4 | $301K | Buy |
15,938
+20
| +0.1% | +$378 | ﹤0.01% | 880 |
|
|
2024
Q3 | $313K | Sell |
15,918
-839
| -5% | -$16.5K | ﹤0.01% | 950 |
|
|
2024
Q2 | $268K | Buy |
16,757
+675
| +4% | +$10.8K | ﹤0.01% | 890 |
|
|
2024
Q1 | $261K | Sell |
16,082
-1,645
| -9% | -$26.7K | ﹤0.01% | 937 |
|
|
2023
Q4 | $272K | Buy |
17,727
+125
| +0.7% | +$1.92K | ﹤0.01% | 904 |
|
|
2023
Q3 | $247K | Sell |
17,602
-3,042
| -15% | -$42.6K | ﹤0.01% | 919 |
|
|
2023
Q2 | $330K | Sell |
20,644
-5,113
| -20% | -$81.7K | ﹤0.01% | 790 |
|
|
2023
Q1 | $381K | Sell |
25,757
-803
| -3% | -$11.9K | ﹤0.01% | 641 |
|
|
2022
Q4 | $428K | Buy |
+26,560
| New | +$428K | ﹤0.01% | 638 |
|