Berman Capital Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15K | Buy |
680
+19
| +3% | +$419 | ﹤0.01% | 1076 |
|
|
2021
Q2 | $14K | Buy |
661
+231
| +54% | +$4.89K | ﹤0.01% | 1038 |
|
|
2021
Q1 | $8K | Buy |
430
+4
| +0.9% | +$74 | ﹤0.01% | 1127 |
|
|
2020
Q4 | $6K | Sell |
426
-1
| -0.2% | -$14 | ﹤0.01% | 1105 |
|
|
2020
Q3 | $5K | Sell |
427
-1
| -0.2% | -$12 | ﹤0.01% | 1066 |
|
|
2020
Q2 | $5K | Buy |
428
+306
| +251% | +$3.58K | ﹤0.01% | 1000 |
|
|
2020
Q1 | $1K | Sell |
122
-48
| -28% | -$393 | ﹤0.01% | 1381 |
|
|
2019
Q4 | $2K | Buy |
170
+52
| +44% | +$612 | ﹤0.01% | 1252 |
|
|
2019
Q3 | $1K | Sell |
118
-363
| -75% | -$3.08K | ﹤0.01% | 1377 |
|
|
2019
Q2 | $5K | Buy |
+481
| New | +$5K | ﹤0.01% | 979 |
|