B&I Capital’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-659,135
| Closed | -$10.5M | – | 30 |
|
|
2023
Q2 | $10.5M | Sell |
659,135
-229,500
| -26% | -$3.67M | 3.51% | 10 |
|
|
2023
Q1 | $13.1M | Buy |
888,635
+105,250
| +13% | +$1.56M | 4.35% | 8 |
|
|
2022
Q4 | $12.6M | Buy |
783,385
+19,500
| +3% | +$314K | 4.43% | 9 |
|
|
2022
Q3 | $12.3M | Buy |
763,885
+140,148
| +22% | +$2.26M | 4.87% | 8 |
|
|
2022
Q2 | $11M | Buy |
623,737
+237,800
| +62% | +$4.2M | 3.56% | 12 |
|
|
2022
Q1 | $9.49M | Sell |
385,937
-103,980
| -21% | -$2.56M | 2.48% | 19 |
|
|
2021
Q4 | $13.4M | Sell |
489,917
-33,000
| -6% | -$902K | 3.19% | 8 |
|
|
2021
Q3 | $12M | Sell |
522,917
-64,076
| -11% | -$1.47M | 3.19% | 15 |
|
|
2021
Q2 | $12.8M | Buy |
586,993
+229,070
| +64% | +$5M | 3.4% | 15 |
|
|
2021
Q1 | $6.86M | Buy |
+357,923
| New | +$6.86M | 1.99% | 24 |
|