AIA
UMH

Avalon Investment & Advisory’s UMH Properties UMH Stock Holding History

Avalon Investment & Advisory’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-116,127
Closed -$1.73M – 370
2017
Q4 		$1.73M Buy
116,127
+3,823
+3% +$57K 0.05% 211
2017
Q3 		$1.75M Buy
112,304
+40,924
+57% +$636K 0.06% 195
2017
Q2 		$1.22M Buy
71,380
+7,773
+12% +$133K 0.04% 232
2017
Q1 		$967K Buy
+63,607
New +$967K 0.03% 248