Caldwell Sutter Capital’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 | $1.5M | Sell |
89,473
-721
| -0.8% | -$12.1K | 0.69% | 36 |
|
|
2025
Q1 | $1.69M | Sell |
90,194
-2,000
| -2% | -$37.4K | 0.8% | 32 |
|
|
2024
Q4 | $1.74M | Hold |
92,194
| – | – | 0.81% | 31 |
|
|
2024
Q3 | $1.81M | Buy |
92,194
+700
| +0.8% | +$13.8K | 0.85% | 30 |
|
|
2024
Q2 | $1.46M | Sell |
91,494
-527
| -0.6% | -$8.43K | 0.72% | 35 |
|
|
2024
Q1 | $1.49M | Sell |
92,021
-1,000
| -1% | -$16.2K | 0.72% | 37 |
|
|
2023
Q4 | $1.43M | Hold |
93,021
| – | – | 0.72% | 37 |
|
|
2023
Q3 | $1.3M | Hold |
93,021
| – | – | 0.72% | 34 |
|
|
2023
Q2 | $1.49M | Hold |
93,021
| – | – | 0.78% | 30 |
|
|
2023
Q1 | $1.38M | Buy |
93,021
+7,527
| +9% | +$111K | 1% | 24 |
|
|
2022
Q4 | $1.38M | Buy |
+85,494
| New | +$1.38M | 1.21% | 25 |
|