Credit Suisse’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $962K | Buy |
59,250
+14,098
| +31% | +$229K | ﹤0.01% | 2291 |
|
|
2023
Q4 | $692K | Sell |
45,152
-3,570
| -7% | -$54.7K | ﹤0.01% | 2559 |
|
|
2023
Q3 | $683K | Sell |
48,722
-4,175
| -8% | -$58.5K | ﹤0.01% | 2502 |
|
|
2023
Q2 | $845K | Buy |
52,897
+12,903
| +32% | +$206K | ﹤0.01% | 2491 |
|
|
2023
Q1 | $592K | Buy |
39,994
+14
| +0% | +$207 | ﹤0.01% | 2640 |
|
|
2022
Q4 | $644K | Sell |
39,980
-397
| -1% | -$6.39K | ﹤0.01% | 2607 |
|
|
2022
Q3 | $651K | Buy |
40,377
+3,097
| +8% | +$49.9K | ﹤0.01% | 2612 |
|
|
2022
Q2 | $658K | Buy |
37,280
+463
| +1% | +$8.17K | ﹤0.01% | 2651 |
|
|
2022
Q1 | $904K | Buy |
36,817
+3,185
| +9% | +$78.2K | ﹤0.01% | 2587 |
|
|
2021
Q4 | $918K | Buy |
33,632
+739
| +2% | +$20.2K | ﹤0.01% | 2641 |
|
|
2021
Q3 | $753K | Buy |
32,893
+3,912
| +13% | +$89.6K | ﹤0.01% | 2760 |
|
|
2021
Q2 | $637K | Buy |
28,981
+1,429
| +5% | +$31.4K | ﹤0.01% | 2884 |
|
|
2021
Q1 | $528K | Sell |
27,552
-11,084
| -29% | -$212K | ﹤0.01% | 2923 |
|
|
2020
Q4 | $573K | Buy |
38,636
+12,714
| +49% | +$189K | ﹤0.01% | 2915 |
|
|
2020
Q3 | $351K | Sell |
25,922
-1,927
| -7% | -$26.1K | ﹤0.01% | 2838 |
|
|
2020
Q2 | $360K | Buy |
27,849
+4,209
| +18% | +$54.4K | ﹤0.01% | 2860 |
|
|
2020
Q1 | $256K | Buy |
23,640
+4,273
| +22% | +$46.3K | ﹤0.01% | 2916 |
|
|
2019
Q4 | $304K | Sell |
19,367
-1,083
| -5% | -$17K | ﹤0.01% | 3154 |
|
|
2019
Q3 | $288K | Sell |
20,450
-3,272
| -14% | -$46.1K | ﹤0.01% | 3056 |
|
|
2019
Q2 | $294K | Buy |
23,722
+2,845
| +14% | +$35.3K | ﹤0.01% | 3048 |
|
|
2019
Q1 | $294K | Buy |
20,877
+3,681
| +21% | +$51.8K | ﹤0.01% | 3023 |
|
|
2018
Q4 | $204K | Buy |
17,196
+6,819
| +66% | +$80.9K | ﹤0.01% | 3130 |
|
|
2018
Q3 | $162K | Sell |
10,377
-10,208
| -50% | -$159K | ﹤0.01% | 3211 |
|
|
2018
Q2 | $316K | Sell |
20,585
-10,478
| -34% | -$161K | ﹤0.01% | 3153 |
|
|
2018
Q1 | $416K | Buy |
31,063
+7,145
| +30% | +$95.7K | ﹤0.01% | 3031 |
|
|
2017
Q4 | $356K | Sell |
23,918
-14,544
| -38% | -$216K | ﹤0.01% | 3074 |
|
|
2017
Q3 | $597K | Buy |
38,462
+19,896
| +107% | +$309K | ﹤0.01% | 2973 |
|
|
2017
Q2 | $316K | Buy |
+18,566
| New | +$316K | ﹤0.01% | 3049 |
|
|
2017
Q1 | – | Sell |
-11,258
| Closed | -$170K | – | 3606 |
|
|
2016
Q4 | $170K | Buy |
11,258
+468
| +4% | +$7.07K | ﹤0.01% | 3492 |
|
|
2016
Q3 | $129K | Sell |
10,790
-620
| -5% | -$7.41K | ﹤0.01% | 3549 |
|
|
2016
Q2 | $128K | Sell |
11,410
-3,375
| -23% | -$37.9K | ﹤0.01% | 3703 |
|
|
2016
Q1 | $147K | Buy |
+14,785
| New | +$147K | ﹤0.01% | 3458 |
|
|
2014
Q2 | – | Sell |
-10,919
| Closed | -$106K | – | 4313 |
|
|
2014
Q1 | $106K | Buy |
+10,919
| New | +$106K | ﹤0.01% | 4127 |
|
|
2013
Q4 | – | Sell |
-11,743
| Closed | -$116K | – | 4157 |
|
|
2013
Q3 | $116K | Sell |
11,743
-421
| -3% | -$4.16K | ﹤0.01% | 3653 |
|
|
2013
Q2 | $125K | Buy |
+12,164
| New | +$125K | ﹤0.01% | 3573 |
|