Cornercap Investment Counsel’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,328
| Closed | -$459K | – | 432 |
|
|
2024
Q4 | $459K | Hold |
24,328
| – | – | 0.15% | 237 |
|
|
2024
Q3 | $479K | Sell |
24,328
-23,718
| -49% | -$467K | 0.14% | 270 |
|
|
2024
Q2 | $768K | Buy |
48,046
+1,124
| +2% | +$18K | 0.13% | 298 |
|
|
2024
Q1 | $762K | Buy |
+46,922
| New | +$762K | 0.12% | 319 |
|
|
2019
Q3 | – | Sell |
-65,240
| Closed | -$810K | – | 460 |
|
|
2019
Q2 | $810K | Sell |
65,240
-590
| -0.9% | -$7.33K | 0.11% | 345 |
|
|
2019
Q1 | $927K | Buy |
65,830
+425
| +0.6% | +$5.99K | 0.13% | 299 |
|
|
2018
Q4 | $774K | Sell |
65,405
-5,805
| -8% | -$68.7K | 0.12% | 309 |
|
|
2018
Q3 | $1.11M | Buy |
+71,210
| New | +$1.11M | 0.15% | 208 |
|