Clear Creek Financial Management’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 | $725K | Buy |
43,189
+148
| +0.3% | +$2.49K | 0.07% | 283 |
|
|
2025
Q1 | $805K | Sell |
43,041
-1,474
| -3% | -$27.6K | 0.08% | 224 |
|
|
2024
Q4 | $840K | Sell |
44,515
-864
| -2% | -$16.3K | 0.09% | 217 |
|
|
2024
Q3 | $893K | Buy |
45,379
+4,720
| +12% | +$92.8K | 0.1% | 186 |
|
|
2024
Q2 | $650K | Buy |
40,659
+2,225
| +6% | +$35.6K | 0.08% | 214 |
|
|
2024
Q1 | $624K | Sell |
38,434
-1,189
| -3% | -$19.3K | 0.08% | 213 |
|
|
2023
Q4 | $607K | Buy |
39,623
+15,245
| +63% | +$234K | 0.1% | 170 |
|
|
2023
Q3 | $342K | Buy |
24,378
+6,452
| +36% | +$90.5K | 0.06% | 218 |
|
|
2023
Q2 | $286K | Buy |
+17,926
| New | +$286K | 0.05% | 252 |
|