Cary Street Partners Investment Advisory’s UMH Properties UMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-412
Closed -$5.78K 1735
2023
Q3
$5.78K Hold
412
﹤0.01% 1435
2023
Q2
$6.58K Hold
412
﹤0.01% 1339
2023
Q1
$6.09K Sell
412
-150
-27% -$2.22K ﹤0.01% 1275
2022
Q4
$9.05K Buy
+562
New +$9.05K ﹤0.01% 1185