Cadence Capital Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-113,904
| Closed | -$1.24M | – | 453 |
|
|
2020
Q1 | $1.24M | Sell |
113,904
-5,882
| -5% | -$63.9K | 0.21% | 146 |
|
|
2019
Q4 | $1.88M | Sell |
119,786
-120,847
| -50% | -$1.9M | 0.2% | 150 |
|
|
2019
Q3 | $3.39M | Sell |
240,633
-15,915
| -6% | -$224K | 0.48% | 47 |
|
|
2019
Q2 | $3.18M | Sell |
256,548
-8,568
| -3% | -$106K | 0.32% | 75 |
|
|
2019
Q1 | $3.73M | Buy |
265,116
+27,102
| +11% | +$382K | 0.34% | 67 |
|
|
2018
Q4 | $2.82M | Buy |
238,014
+70,700
| +42% | +$837K | 0.28% | 87 |
|
|
2018
Q3 | $2.62M | Buy |
167,314
+27,933
| +20% | +$437K | 0.14% | 192 |
|
|
2018
Q2 | $2.14M | Buy |
139,381
+15,061
| +12% | +$231K | 0.13% | 212 |
|
|
2018
Q1 | $1.67M | Buy |
124,320
+4,045
| +3% | +$54.2K | 0.11% | 257 |
|
|
2017
Q4 | $1.79M | Buy |
120,275
+24,960
| +26% | +$372K | 0.11% | 225 |
|
|
2017
Q3 | $1.48M | Buy |
95,315
+4,605
| +5% | +$71.6K | 0.09% | 282 |
|
|
2017
Q2 | $1.55M | Buy |
90,710
+4,928
| +6% | +$84K | 0.11% | 234 |
|
|
2017
Q1 | $1.31M | Buy |
85,782
+28,632
| +50% | +$436K | 0.09% | 266 |
|
|
2016
Q4 | $860K | Buy |
+57,150
| New | +$860K | 0.06% | 393 |
|
|
2015
Q3 | – | Sell |
-86,952
| Closed | -$852K | – | 655 |
|
|
2015
Q2 | $852K | Buy |
+86,952
| New | +$852K | 0.05% | 450 |
|