Bard Associates’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 | $822K | Hold |
48,985
| – | – | 0.26% | 97 |
|
|
2025
Q1 | $916K | Hold |
48,985
| – | – | 0.34% | 90 |
|
|
2024
Q4 | $925K | Sell |
48,985
-250
| -0.5% | -$4.72K | 0.31% | 89 |
|
|
2024
Q3 | $968K | Hold |
49,235
| – | – | 0.33% | 96 |
|
|
2024
Q2 | $787K | Hold |
49,235
| – | – | 0.3% | 99 |
|
|
2024
Q1 | $800K | Sell |
49,235
-600
| -1% | -$9.74K | 0.29% | 102 |
|
|
2023
Q4 | $763K | Buy |
49,835
+1,060
| +2% | +$16.2K | 0.29% | 97 |
|
|
2023
Q3 | $684K | Hold |
48,775
| – | – | 0.28% | 100 |
|
|
2023
Q2 | $779K | Hold |
48,775
| – | – | 0.3% | 96 |
|
|
2023
Q1 | $721K | Hold |
48,775
| – | – | 0.3% | 98 |
|
|
2022
Q4 | $785K | Sell |
48,775
-1,000
| -2% | -$16.1K | 0.34% | 96 |
|
|
2022
Q3 | $804K | Buy |
49,775
+1,350
| +3% | +$21.8K | 0.36% | 88 |
|
|
2022
Q2 | $855K | Buy |
48,425
+300
| +0.6% | +$5.3K | 0.37% | 89 |
|
|
2022
Q1 | $1.18M | Hold |
48,125
| – | – | 0.42% | 86 |
|
|
2021
Q4 | $1.32M | Buy |
48,125
+3,100
| +7% | +$84.7K | 0.43% | 87 |
|
|
2021
Q3 | $1.03M | Sell |
45,025
-1,150
| -2% | -$26.3K | 0.35% | 99 |
|
|
2021
Q2 | $1.01M | Hold |
46,175
| – | – | 0.33% | 102 |
|
|
2021
Q1 | $885K | Hold |
46,175
| – | – | 0.32% | 97 |
|
|
2020
Q4 | $684K | Hold |
46,175
| – | – | 0.27% | 99 |
|
|
2020
Q3 | $625K | Sell |
46,175
-600
| -1% | -$8.12K | 0.33% | 93 |
|
|
2020
Q2 | $605K | Sell |
46,775
-2,850
| -6% | -$36.9K | 0.34% | 89 |
|
|
2020
Q1 | $539K | Hold |
49,625
| – | – | 0.4% | 86 |
|
|
2019
Q4 | $781K | Sell |
49,625
-650
| -1% | -$10.2K | 0.4% | 85 |
|
|
2019
Q3 | $708K | Sell |
50,275
-2,450
| -5% | -$34.5K | 0.36% | 90 |
|
|
2019
Q2 | $654K | Buy |
+52,725
| New | +$654K | 0.33% | 94 |
|
|
2019
Q1 | – | Hold |
0
| – | -$622K | – | 90 |
|
|
2018
Q4 | – | Hold |
0
| – | -$841K | – | 87 |
|
|
2018
Q3 | – | Hold |
0
| – | -$828K | – | 90 |
|
|
2018
Q2 | – | Hold |
0
| – | -$737K | – | 97 |
|
|
2018
Q1 | – | Hold |
0
| – | -$840K | – | 95 |
|
|
2017
Q4 | – | Hold |
0
| – | -$880K | – | 95 |
|
|
2017
Q3 | – | Hold |
0
| – | -$999K | – | 92 |
|
|
2017
Q2 | – | Hold |
0
| – | -$882K | – | 81 |
|
|
2017
Q1 | – | Hold |
0
| – | -$879K | – | 89 |
|
|
2016
Q4 | – | Hold |
0
| – | -$777K | – | 88 |
|
|
2016
Q3 | – | Hold |
0
| – | -$738K | – | 89 |
|
|
2016
Q2 | – | Hold |
0
| – | -$651K | – | 86 |
|
|
2016
Q1 | – | Hold |
0
| – | -$664K | – | 92 |
|
|
2015
Q4 | – | Hold |
0
| – | -$633K | – | 89 |
|
|
2015
Q3 | – | Hold |
0
| – | -$674K | – | 89 |
|
|
2015
Q2 | – | Hold |
0
| – | -$726K | – | 91 |
|
|
2015
Q1 | – | Hold |
0
| – | -$731K | – | 89 |
|
|
2014
Q4 | – | Hold |
0
| – | -$730K | – | 94 |
|
|
2014
Q3 | – | Sell |
-70,325
| Closed | -$705K | – | 95 |
|
|
2014
Q2 | $705K | Buy |
70,325
+1,000
| +1% | +$10K | 0.28% | 121 |
|
|
2014
Q1 | $678K | Sell |
69,325
-250
| -0.4% | -$2.45K | 0.29% | 120 |
|
|
2013
Q4 | $655K | Sell |
69,575
-50
| -0.1% | -$471 | 0.27% | 118 |
|
|
2013
Q3 | $691K | Sell |
69,625
-500
| -0.7% | -$4.96K | 0.31% | 111 |
|
|
2013
Q2 | $720K | Buy |
+70,125
| New | +$720K | 0.34% | 104 |
|