Coe Capital Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-88,700
| Closed | -$843K | – | 276 |
|
|
2014
Q3 | $843K | Sell |
88,700
-2,000
| -2% | -$19K | 0.31% | 113 |
|
|
2014
Q2 | $910K | Hold |
90,700
| – | – | 0.33% | 106 |
|
|
2014
Q1 | $887K | Buy |
90,700
+25,000
| +38% | +$244K | 0.26% | 129 |
|
|
2013
Q4 | $619K | Buy |
65,700
+14,000
| +27% | +$132K | 0.22% | 132 |
|
|
2013
Q3 | $513K | Hold |
51,700
| – | – | 0.34% | 69 |
|
|
2013
Q2 | $530K | Buy |
+51,700
| New | +$530K | 0.2% | 129 |
|