BFSG LLC’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 | $198K | Hold |
11,815
| – | – | 0.02% | 255 |
|
|
2025
Q1 | $221K | Hold |
11,815
| – | – | 0.03% | 228 |
|
|
2024
Q4 | $223K | Sell |
11,815
-900
| -7% | -$17K | 0.03% | 228 |
|
|
2024
Q3 | $250K | Sell |
12,715
-45
| -0.4% | -$885 | 0.03% | 228 |
|
|
2024
Q2 | $204K | Hold |
12,760
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $207K | Hold |
12,760
| – | – | 0.03% | 232 |
|
|
2023
Q4 | $195K | Buy |
12,760
+2,020
| +19% | +$30.9K | 0.03% | 238 |
|
|
2023
Q3 | $151K | Buy |
+10,740
| New | +$151K | 0.02% | 235 |
|