AAS
UMH

Avantax Advisory Services’s UMH Properties UMH Stock Holding History

Avantax Advisory Services’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$441K Sell
26,261
-2
-0% -$34 ﹤0.01% 1660
2025
Q1 		$491K Buy
26,263
+671
+3% +$12.5K ﹤0.01% 1512
2024
Q4 		$483K Sell
25,592
-602
-2% -$11.4K ﹤0.01% 1469
2024
Q3 		$515K Buy
26,194
+925
+4% +$18.2K ﹤0.01% 1388
2024
Q2 		$404K Buy
+25,269
New +$404K ﹤0.01% 1502