Commonwealth Equity Services’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,113
| Closed | -$306K | – | 4187 |
|
|
2024
Q2 | $306K | Sell |
19,113
-38,708
| -67% | -$620K | ﹤0.01% | 3271 |
|
|
2024
Q1 | $939K | Sell |
57,821
-4,873
| -8% | -$79.1K | ﹤0.01% | 2302 |
|
|
2023
Q4 | $960K | Buy |
62,694
+17,995
| +40% | +$276K | ﹤0.01% | 2210 |
|
|
2023
Q3 | $627K | Sell |
44,699
-19,382
| -30% | -$272K | ﹤0.01% | 2406 |
|
|
2023
Q2 | $1.02M | Buy |
+64,081
| New | +$1.02M | ﹤0.01% | 2077 |
|