Axa’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,400
| Closed | -$317K | – | 1166 |
|
|
2023
Q1 | $317K | Sell |
21,400
-35,700
| -63% | -$528K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $919K | Buy |
57,100
+38,500
| +207% | +$620K | ﹤0.01% | 900 |
|
|
2022
Q3 | $300K | Sell |
18,600
-54,211
| -74% | -$876K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $1.29M | Buy |
+72,811
| New | +$1.29M | ﹤0.01% | 845 |
|
|
2022
Q1 | – | Sell |
-138,600
| Closed | -$3.79M | – | 1242 |
|
|
2021
Q4 | $3.79M | Sell |
138,600
-5,900
| -4% | -$161K | 0.01% | 735 |
|
|
2021
Q3 | $3.31M | Sell |
144,500
-1,700
| -1% | -$38.9K | 0.01% | 771 |
|
|
2021
Q2 | $3.19M | Sell |
146,200
-35,511
| -20% | -$775K | 0.01% | 799 |
|
|
2021
Q1 | $3.48M | Hold |
181,711
| – | – | 0.01% | 762 |
|
|
2020
Q4 | $2.69M | Hold |
181,711
| – | – | 0.01% | 802 |
|
|
2020
Q3 | $2.46M | Buy |
+181,711
| New | +$2.46M | 0.01% | 775 |
|