Cutter & Co Brokerage’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-24,100
| Closed | -$375K | – | 282 |
|
|
2017
Q3 | $375K | Sell |
24,100
-600
| -2% | -$9.34K | 0.15% | 144 |
|
|
2017
Q2 | $421K | Hold |
24,700
| – | – | 0.17% | 137 |
|
|
2017
Q1 | $376K | Buy |
24,700
+5,000
| +25% | +$76.1K | 0.16% | 140 |
|
|
2016
Q4 | $296K | Hold |
19,700
| – | – | 0.12% | 159 |
|
|
2016
Q3 | $235K | Sell |
19,700
-3,600
| -15% | -$42.9K | 0.1% | 185 |
|
|
2016
Q2 | $262K | Buy |
23,300
+3,400
| +17% | +$38.2K | 0.11% | 166 |
|
|
2016
Q1 | $197K | Hold |
19,900
| – | – | 0.09% | 198 |
|
|
2015
Q4 | $201K | Hold |
19,900
| – | – | 0.09% | 176 |
|
|
2015
Q3 | $185K | Hold |
19,900
| – | – | 0.09% | 177 |
|
|
2015
Q2 | $195K | Hold |
19,900
| – | – | 0.08% | 213 |
|
|
2015
Q1 | $200K | Sell |
19,900
-800
| -4% | -$8.04K | 0.08% | 194 |
|
|
2014
Q4 | $198K | Hold |
20,700
| – | – | 0.08% | 219 |
|
|
2014
Q3 | $197K | Hold |
20,700
| – | – | 0.08% | 212 |
|
|
2014
Q2 | $208K | Hold |
20,700
| – | – | 0.08% | 210 |
|
|
2014
Q1 | $202K | Hold |
20,700
| – | – | 0.08% | 199 |
|
|
2013
Q4 | $195K | Hold |
20,700
| – | – | 0.09% | 173 |
|
|
2013
Q3 | $206K | Buy |
20,700
+10,200
| +97% | +$102K | 0.09% | 188 |
|
|
2013
Q2 | $108K | Buy |
+10,500
| New | +$108K | 0.05% | 190 |
|