Canada Life’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 | $1.99M | Buy |
118,627
+14,343
| +14% | +$241K | ﹤0.01% | 1196 |
|
|
2025
Q1 | $1.95M | Buy |
104,284
+12,142
| +13% | +$227K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $1.74M | Buy |
92,142
+10,552
| +13% | +$199K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $1.61M | Sell |
81,590
-10,093
| -11% | -$199K | ﹤0.01% | 1370 |
|
|
2024
Q2 | $1.47M | Buy |
91,683
+8,246
| +10% | +$132K | ﹤0.01% | 1402 |
|
|
2024
Q1 | $1.36M | Buy |
83,437
+9,615
| +13% | +$156K | ﹤0.01% | 1413 |
|
|
2023
Q4 | $1.13M | Buy |
73,822
+6,473
| +10% | +$98.9K | ﹤0.01% | 1471 |
|
|
2023
Q3 | $943K | Buy |
67,349
+10,692
| +19% | +$150K | ﹤0.01% | 1498 |
|
|
2023
Q2 | $906K | Buy |
56,657
+3,035
| +6% | +$48.5K | ﹤0.01% | 1527 |
|
|
2023
Q1 | $792K | Buy |
53,622
+4,091
| +8% | +$60.4K | ﹤0.01% | 1568 |
|
|
2022
Q4 | $799K | Buy |
49,531
+6,590
| +15% | +$106K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $693K | Buy |
42,941
+167
| +0.4% | +$2.7K | ﹤0.01% | 1611 |
|
|
2022
Q2 | $755K | Buy |
42,774
+2,354
| +6% | +$41.6K | ﹤0.01% | 1576 |
|
|
2022
Q1 | $1.03M | Buy |
40,420
+27,030
| +202% | +$690K | ﹤0.01% | 1515 |
|
|
2021
Q4 | $364K | Buy |
13,390
+7
| +0.1% | +$190 | ﹤0.01% | 1769 |
|
|
2021
Q3 | $308K | Buy |
13,383
+2,268
| +20% | +$52.2K | ﹤0.01% | 1822 |
|
|
2021
Q2 | $243K | Buy |
11,115
+1,230
| +12% | +$26.9K | ﹤0.01% | 1884 |
|
|
2021
Q1 | $188K | Sell |
9,885
-2,116
| -18% | -$40.2K | ﹤0.01% | 1960 |
|
|
2020
Q4 | $177K | Buy |
12,001
+2,947
| +33% | +$43.5K | ﹤0.01% | 1993 |
|
|
2020
Q3 | $123K | Buy |
9,054
+1,748
| +24% | +$23.7K | ﹤0.01% | 1992 |
|
|
2020
Q2 | $94K | Buy |
7,306
+10
| +0.1% | +$129 | ﹤0.01% | 2054 |
|
|
2020
Q1 | $80K | Buy |
7,296
+425
| +6% | +$4.66K | ﹤0.01% | 2021 |
|
|
2019
Q4 | $107K | Buy |
+6,871
| New | +$107K | ﹤0.01% | 2058 |
|
|
2019
Q3 | – | Sell |
-5,379
| Closed | -$67K | – | 2219 |
|
|
2019
Q2 | $67K | Sell |
5,379
-69
| -1% | -$859 | ﹤0.01% | 2352 |
|
|
2019
Q1 | $77K | Sell |
5,448
-497
| -8% | -$7.02K | ﹤0.01% | 2147 |
|
|
2018
Q4 | $68K | Buy |
5,945
+1,816
| +44% | +$20.8K | ﹤0.01% | 2274 |
|
|
2018
Q3 | $65K | Sell |
4,129
-9
| -0.2% | -$142 | ﹤0.01% | 2327 |
|
|
2018
Q2 | $64K | Sell |
4,138
-18
| -0.4% | -$278 | ﹤0.01% | 2344 |
|
|
2018
Q1 | $56K | Buy |
4,156
+987
| +31% | +$13.3K | ﹤0.01% | 2343 |
|
|
2017
Q4 | $47K | Buy |
3,169
+269
| +9% | +$3.99K | ﹤0.01% | 2378 |
|
|
2017
Q3 | $45K | Hold |
2,900
| – | – | ﹤0.01% | 2362 |
|
|
2017
Q2 | $49K | Buy |
+2,900
| New | +$49K | ﹤0.01% | 2329 |
|