Carson Wealth (CWM 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 | $10K | Sell |
605
-59
| -9% | -$975 | ﹤0.01% | 4313 |
|
|
2025
Q1 | $12K | Sell |
664
-249
| -27% | -$4.5K | ﹤0.01% | 4019 |
|
|
2024
Q4 | $17K | Buy |
913
+311
| +52% | +$5.79K | ﹤0.01% | 3556 |
|
|
2024
Q3 | $12K | Buy |
602
+147
| +32% | +$2.93K | ﹤0.01% | 3702 |
|
|
2024
Q2 | $7K | Buy |
455
+159
| +54% | +$2.45K | ﹤0.01% | 3737 |
|
|
2024
Q1 | $5K | Sell |
296
-58
| -16% | -$980 | ﹤0.01% | 3701 |
|
|
2023
Q4 | $5K | Hold |
354
| – | – | ﹤0.01% | 3549 |
|
|
2023
Q3 | $5K | Sell |
354
-449
| -56% | -$6.34K | ﹤0.01% | 3501 |
|
|
2023
Q2 | $13K | Buy |
803
+768
| +2,194% | +$12.4K | ﹤0.01% | 2942 |
|
|
2023
Q1 | $1K | Buy |
35
+33
| +1,650% | +$943 | ﹤0.01% | 3934 |
|
|
2022
Q4 | $0 | Sell |
2
-15
| -88% | – | ﹤0.01% | 4247 |
|
|
2022
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 4173 |
|
|
2022
Q2 | $0 | Sell |
17
-294
| -95% | – | ﹤0.01% | 4083 |
|
|
2022
Q1 | $8K | Buy |
311
+301
| +3,010% | +$7.74K | ﹤0.01% | 2641 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3632 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2971 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3248 |
|