Crestwood Advisors Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $208K | Hold |
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|
2023
Q3 | $191K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $201K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $180K | Hold |
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|
2020
Q1 | $151K | Hold |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $196K | Hold |
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|
2018
Q4 | $165K | Hold |
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|
2018
Q3 | $217K | Hold |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $186K | Buy |
|