Aperio Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $187K | Buy |
+12,598
| New | +$187K | ﹤0.01% | 2317 |
|
|
2020
Q2 | – | Sell |
-13,233
| Closed | -$144K | – | 2391 |
|
|
2020
Q1 | $144K | Sell |
13,233
-18,832
| -59% | -$205K | ﹤0.01% | 2155 |
|
|
2019
Q4 | $504K | Buy |
32,065
+628
| +2% | +$9.87K | ﹤0.01% | 1792 |
|
|
2019
Q3 | $443K | Sell |
31,437
-10,798
| -26% | -$152K | ﹤0.01% | 1825 |
|
|
2019
Q2 | $524K | Buy |
42,235
+4,723
| +13% | +$58.6K | ﹤0.01% | 1765 |
|
|
2019
Q1 | $528K | Buy |
37,512
+12,826
| +52% | +$181K | ﹤0.01% | 1726 |
|
|
2018
Q4 | $292K | Buy |
24,686
+2,287
| +10% | +$27.1K | ﹤0.01% | 1960 |
|
|
2018
Q3 | $350K | Buy |
22,399
+6,014
| +37% | +$94K | ﹤0.01% | 1945 |
|
|
2018
Q2 | $252K | Buy |
+16,385
| New | +$252K | ﹤0.01% | 2076 |
|
|
2018
Q1 | – | Sell |
-12,128
| Closed | -$181K | – | 2267 |
|
|
2017
Q4 | $181K | Buy |
12,128
+592
| +5% | +$8.84K | ﹤0.01% | 2153 |
|
|
2017
Q3 | $179K | Buy |
11,536
+617
| +6% | +$9.57K | ﹤0.01% | 2134 |
|
|
2017
Q2 | $186K | Buy |
10,919
+617
| +6% | +$10.5K | ﹤0.01% | 2113 |
|
|
2017
Q1 | $157K | Buy |
+10,302
| New | +$157K | ﹤0.01% | 2078 |
|