CIA
UMH

Concurrent Investment Advisors’s UMH Properties UMH Stock Holding History

Concurrent Investment Advisors’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$496K Buy
29,527
+514
+2% +$8.63K 0.01% 844
2025
Q1 		$543K Sell
29,013
-1,152
-4% -$21.5K 0.01% 723
2024
Q4 		$570K Sell
30,165
-1,025
-3% -$19.4K 0.02% 631
2024
Q3 		$614K Buy
+31,190
New +$614K 0.02% 572