BI
UMH
Boulegeris Investments’s UMH Properties UMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-1,980,920
| Closed | -$30.4M | – | 45 |
|
2018
Q2 | $30.4M | Buy |
1,980,920
+68,812
| +4% | +$1.06M | 15.19% | 2 |
|
2018
Q1 | $25.6M | Buy |
1,912,108
+110,773
| +6% | +$1.49M | 14.04% | 2 |
|
2017
Q4 | $26.8M | Buy |
1,801,335
+17,557
| +1% | +$262K | 13.97% | 2 |
|
2017
Q3 | $27.7M | Buy |
1,783,778
+20,495
| +1% | +$319K | 15.42% | 2 |
|
2017
Q2 | $30.1M | Buy |
1,763,283
+28,896
| +2% | +$493K | 16.98% | 2 |
|
2017
Q1 | $26.4M | Buy |
1,734,387
+122,708
| +8% | +$1.87M | 15.79% | 2 |
|
2016
Q4 | $24.3M | Buy |
1,611,679
+86,139
| +6% | +$1.3M | 14.75% | 2 |
|
2016
Q3 | $18.2M | Buy |
1,525,540
+240,349
| +19% | +$2.86M | 11.52% | 2 |
|
2016
Q2 | $14.5M | Buy |
1,285,191
+248,865
| +24% | +$2.8M | 9.84% | 2 |
|
2016
Q1 | $10.3M | Buy |
1,036,326
+28,326
| +3% | +$281K | 7.24% | 3 |
|
2015
Q4 | $10.2M | Buy |
1,008,000
+52,436
| +5% | +$531K | 7.4% | 2 |
|
2015
Q3 | $8.89M | Buy |
955,564
+36,497
| +4% | +$339K | 6.8% | 2 |
|
2015
Q2 | $9.01M | Buy |
919,067
+72,816
| +9% | +$714K | 6.46% | 3 |
|
2015
Q1 | $8.52M | Buy |
846,251
+60,809
| +8% | +$612K | 6.28% | 4 |
|
2014
Q4 | $7.5M | Buy |
785,442
+16,413
| +2% | +$157K | 5.97% | 4 |
|
2014
Q3 | $7.31M | Buy |
+769,029
| New | +$7.31M | 5.96% | 4 |
|