Aptus Capital Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-101,316
| Closed | -$1.63M | – | 893 |
|
|
2022
Q4 | $1.63M | Buy |
101,316
+12,406
| +14% | +$200K | 0.05% | 225 |
|
|
2022
Q3 | $1.44M | Buy |
88,910
+5,780
| +7% | +$93.4K | 0.03% | 230 |
|
|
2022
Q2 | $1.47M | Buy |
83,130
+3,060
| +4% | +$54K | 0.04% | 207 |
|
|
2022
Q1 | $1.97M | Buy |
80,070
+5,100
| +7% | +$125K | 0.05% | 200 |
|
|
2021
Q4 | $2.05M | Buy |
74,970
+14,280
| +24% | +$390K | 0.06% | 191 |
|
|
2021
Q3 | $1.39M | Buy |
+60,690
| New | +$1.39M | 0.04% | 196 |
|