Bailard’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
44,700
+27,700
| +163% | +$465K | 0.02% | 381 |
|
|
2025
Q1 | $318K | Buy |
17,000
+1,700
| +11% | +$31.8K | 0.01% | 555 |
|
|
2024
Q4 | $289K | Sell |
15,300
-3,600
| -19% | -$68K | 0.01% | 583 |
|
|
2024
Q3 | $372K | Buy |
18,900
+5,400
| +40% | +$106K | 0.01% | 518 |
|
|
2024
Q2 | $216K | Sell |
13,500
-9,200
| -41% | -$147K | 0.01% | 654 |
|
|
2024
Q1 | $369K | Buy |
+22,700
| New | +$369K | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-12,500
| Closed | -$200K | – | 774 |
|
|
2023
Q2 | $200K | Hold |
12,500
| – | – | 0.01% | 646 |
|
|
2023
Q1 | $185K | Buy |
+12,500
| New | +$185K | 0.01% | 664 |
|
|
2022
Q3 | – | Sell |
-11,200
| Closed | -$198K | – | 766 |
|
|
2022
Q2 | $198K | Sell |
11,200
-5,300
| -32% | -$93.7K | 0.01% | 616 |
|
|
2022
Q1 | $406K | Buy |
+16,500
| New | +$406K | 0.01% | 444 |
|