Bank of Montreal’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 |
-15,957
| Closed | -$236K | – | 3805 |
|
|
2023
Q1 | $236K | Buy |
+15,957
| New | +$236K | ﹤0.01% | 2657 |
|
|
2021
Q4 | – | Sell |
-617,875
| Closed | -$14.6M | – | 3665 |
|
|
2021
Q3 | $14.6M | Sell |
617,875
-25,970
| -4% | -$615K | 0.01% | 994 |
|
|
2021
Q2 | $14.6M | Buy |
643,845
+435,710
| +209% | +$9.87M | 0.01% | 1018 |
|
|
2021
Q1 | $4.1M | Buy |
208,135
+202,393
| +3,525% | +$3.98M | ﹤0.01% | 1272 |
|
|
2020
Q4 | $84K | Buy |
5,742
+4,042
| +238% | +$59.1K | ﹤0.01% | 3224 |
|
|
2020
Q3 | $25K | Sell |
1,700
-1,231
| -42% | -$18.1K | ﹤0.01% | 3337 |
|
|
2020
Q2 | $35K | Buy |
+2,931
| New | +$35K | ﹤0.01% | 3233 |
|
|
2020
Q1 | – | Sell |
-598
| Closed | -$9K | – | 4157 |
|
|
2019
Q4 | $9K | Sell |
598
-2,546
| -81% | -$38.3K | ﹤0.01% | 4064 |
|
|
2019
Q3 | $44K | Buy |
3,144
+170
| +6% | +$2.38K | ﹤0.01% | 3209 |
|
|
2019
Q2 | $37K | Buy |
2,974
+2,972
| +148,600% | +$37K | ﹤0.01% | 3373 |
|
|
2019
Q1 | $0 | Sell |
2
-477
| -100% | – | ﹤0.01% | 4213 |
|
|
2018
Q4 | $6K | Buy |
479
+249
| +108% | +$3.12K | ﹤0.01% | 3684 |
|
|
2018
Q3 | $4K | Sell |
230
-779
| -77% | -$13.5K | ﹤0.01% | 3855 |
|
|
2018
Q2 | $16K | Buy |
1,009
+232
| +30% | +$3.68K | ﹤0.01% | 3489 |
|
|
2018
Q1 | $10K | Sell |
777
-7,848
| -91% | -$101K | ﹤0.01% | 3491 |
|
|
2017
Q4 | $129K | Sell |
8,625
-155
| -2% | -$2.32K | ﹤0.01% | 2618 |
|
|
2017
Q3 | $136K | Sell |
8,780
-1,612
| -16% | -$25K | ﹤0.01% | 2603 |
|
|
2017
Q2 | $177K | Buy |
10,392
+9,221
| +787% | +$157K | ﹤0.01% | 2466 |
|
|
2017
Q1 | $18K | Sell |
1,171
-750
| -39% | -$11.5K | ﹤0.01% | 3148 |
|
|
2016
Q4 | $25K | Buy |
1,921
+773
| +67% | +$10.1K | ﹤0.01% | 3031 |
|
|
2016
Q3 | $14K | Buy |
1,148
+6
| +0.5% | +$73 | ﹤0.01% | 3210 |
|
|
2016
Q2 | $13K | Sell |
1,142
-300
| -21% | -$3.42K | ﹤0.01% | 3250 |
|
|
2016
Q1 | $14K | Buy |
1,442
+362
| +34% | +$3.52K | ﹤0.01% | 3263 |
|
|
2015
Q4 | $11K | Buy |
+1,080
| New | +$11K | ﹤0.01% | 3371 |
|
|
2014
Q3 | – | Sell |
-440
| Closed | -$4K | – | 3883 |
|
|
2014
Q2 | $4K | Buy |
+440
| New | +$4K | ﹤0.01% | 3862 |
|