Creative Planning’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 | $244K | Buy |
+14,505
| New | +$244K | ﹤0.01% | 3064 |
|
|
2025
Q1 | – | Sell |
-5,053
| Closed | -$95.4K | – | 3697 |
|
|
2024
Q4 | $95.4K | Sell |
5,053
-8,552
| -63% | -$161K | ﹤0.01% | 3152 |
|
|
2024
Q3 | $268K | Buy |
13,605
+481
| +4% | +$9.46K | ﹤0.01% | 2614 |
|
|
2024
Q2 | $210K | Sell |
13,124
-687
| -5% | -$11K | ﹤0.01% | 2632 |
|
|
2024
Q1 | $224K | Buy |
13,811
+812
| +6% | +$13.2K | ﹤0.01% | 2483 |
|
|
2023
Q4 | $199K | Buy |
+12,999
| New | +$199K | ﹤0.01% | 2431 |
|
|
2023
Q3 | – | Sell |
-22,252
| Closed | -$356K | – | 2914 |
|
|
2023
Q2 | $356K | Buy |
+22,252
| New | +$356K | ﹤0.01% | 1770 |
|
|
2017
Q3 | – | Sell |
-6,049
| Closed | -$103K | – | 3504 |
|
|
2017
Q2 | $103K | Buy |
6,049
+4,200
| +227% | +$71.5K | ﹤0.01% | 1964 |
|
|
2017
Q1 | $28K | Hold |
1,849
| – | – | ﹤0.01% | 2862 |
|
|
2016
Q4 | $28K | Sell |
1,849
-300
| -14% | -$4.54K | ﹤0.01% | 2813 |
|
|
2016
Q3 | $26K | Hold |
2,149
| – | – | ﹤0.01% | 2847 |
|
|
2016
Q2 | $24K | Buy |
2,149
+2,049
| +2,049% | +$22.9K | ﹤0.01% | 2642 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4068 |
|
|
2015
Q4 | $1K | Sell |
100
-500
| -83% | -$5K | ﹤0.01% | 4130 |
|
|
2015
Q3 | $6K | Buy |
+600
| New | +$6K | ﹤0.01% | 3489 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$6K | – | 2785 |
|
|
2015
Q1 | $6K | Sell |
600
-1,000
| -63% | -$10K | ﹤0.01% | 3415 |
|
|
2014
Q4 | $15K | Buy |
1,600
+1,000
| +167% | +$9.38K | ﹤0.01% | 2834 |
|
|
2014
Q3 | $6K | Buy |
600
+500
| +500% | +$5K | ﹤0.01% | 3166 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3550 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3421 |
|
|
2013
Q4 | – | Sell |
-2,627
| Closed | -$26K | – | 3481 |
|
|
2013
Q3 | $26K | Buy |
+2,627
| New | +$26K | ﹤0.01% | 1943 |
|