Curi RMB Capital’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,869
| Closed | -$573K | – | 530 |
|
|
2023
Q3 | $573K | Sell |
40,869
-4,778
| -10% | -$67K | 0.02% | 355 |
|
|
2023
Q2 | $729K | Hold |
45,647
| – | – | 0.02% | 324 |
|
|
2023
Q1 | $675K | Hold |
45,647
| – | – | 0.02% | 329 |
|
|
2022
Q4 | $735K | Hold |
45,647
| – | – | 0.03% | 315 |
|
|
2022
Q3 | $737K | Hold |
45,647
| – | – | 0.03% | 317 |
|
|
2022
Q2 | $806K | Hold |
45,647
| – | – | 0.03% | 301 |
|
|
2022
Q1 | $1.12M | Buy |
45,647
+10,780
| +31% | +$265K | 0.04% | 241 |
|
|
2021
Q4 | $953K | Buy |
+34,867
| New | +$953K | 0.03% | 280 |
|