Centersquare Investment Management’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 |
-28,200
| Closed | -$395K | – | 88 |
|
2023
Q3 | $395K | Hold |
28,200
| – | – | 0.01% | 81 |
|
2023
Q2 | $451K | Hold |
28,200
| – | – | 0.01% | 81 |
|
2023
Q1 | $417K | Hold |
28,200
| – | – | 0.01% | 86 |
|
2022
Q4 | $454K | Sell |
28,200
-7,800
| -22% | -$126K | 0.01% | 85 |
|
2022
Q3 | $581K | Sell |
36,000
-23,500
| -39% | -$379K | 0.01% | 88 |
|
2022
Q2 | $1.05M | Buy |
59,500
+20,000
| +51% | +$353K | 0.01% | 93 |
|
2022
Q1 | $971K | Hold |
39,500
| – | – | 0.01% | 93 |
|
2021
Q4 | $1.08M | Buy |
+39,500
| New | +$1.08M | 0.01% | 92 |
|