Apriem Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,000
| Closed | -$36K | – | 746 |
|
|
2016
Q3 | $36K | Hold |
3,000
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $34K | Hold |
3,000
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $30K | Hold |
3,000
| – | – | 0.01% | 261 |
|
|
2015
Q4 | $30K | Hold |
3,000
| – | – | 0.01% | 250 |
|
|
2015
Q3 | $28K | Hold |
3,000
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $29K | Hold |
3,000
| – | – | 0.01% | 267 |
|
|
2015
Q1 | $30K | Hold |
3,000
| – | – | 0.01% | 261 |
|
|
2014
Q4 | $29K | Hold |
3,000
| – | – | 0.01% | 247 |
|
|
2014
Q3 | $29K | Buy |
+3,000
| New | +$29K | 0.01% | 258 |
|
|
2014
Q2 | – | Sell |
-3,000
| Closed | -$29K | – | 504 |
|
|
2014
Q1 | $29K | Hold |
3,000
| – | – | 0.01% | 267 |
|
|
2013
Q4 | $28K | Hold |
3,000
| – | – | 0.01% | 261 |
|
|
2013
Q3 | $30K | Hold |
3,000
| – | – | 0.01% | 245 |
|
|
2013
Q2 | $31K | Buy |
+3,000
| New | +$31K | 0.02% | 236 |
|