Cerity Partners’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 | $210K | Sell |
12,528
-324
| -3% | -$5.44K | ﹤0.01% | 2328 |
|
|
2025
Q1 | $240K | Sell |
12,852
-9,586
| -43% | -$179K | ﹤0.01% | 2122 |
|
|
2024
Q4 | $441K | Sell |
22,438
-17,170
| -43% | -$337K | ﹤0.01% | 1836 |
|
|
2024
Q3 | $779K | Sell |
39,608
-153,583
| -79% | -$3.02M | ﹤0.01% | 1528 |
|
|
2024
Q2 | $3.09M | Sell |
193,191
-249,595
| -56% | -$3.99M | 0.01% | 747 |
|
|
2024
Q1 | $7.19M | Buy |
442,786
+251,552
| +132% | +$4.09M | 0.02% | 546 |
|
|
2023
Q4 | $2.93M | Buy |
+191,234
| New | +$2.93M | 0.01% | 658 |
|
|
2023
Q3 | – | Sell |
-191,338
| Closed | -$3.06M | – | 1702 |
|
|
2023
Q2 | $3.06M | Sell |
191,338
-2,370
| -1% | -$37.9K | 0.01% | 619 |
|
|
2023
Q1 | $2.86M | Buy |
193,708
+181,700
| +1,513% | +$2.69M | 0.01% | 608 |
|
|
2022
Q4 | $193K | Buy |
+12,008
| New | +$193K | ﹤0.01% | 1348 |
|