D.A. Davidson & Co’s Umh Properties Inc UMH.PRA.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,050
| Closed | -$79K | – | 2400 |
|
|
2017
Q2 | $79K | Sell |
3,050
-1,000
| -25% | -$25.9K | ﹤0.01% | 1360 |
|
|
2017
Q1 | $104K | Sell |
4,050
-1,000
| -20% | -$25.7K | ﹤0.01% | 1233 |
|
|
2016
Q4 | $129K | Sell |
5,050
-450
| -8% | -$11.5K | ﹤0.01% | 1189 |
|
|
2016
Q3 | $141K | Hold |
5,500
| – | – | ﹤0.01% | 1099 |
|
|
2016
Q2 | $142K | Sell |
5,500
-200
| -4% | -$5.16K | ﹤0.01% | 976 |
|
|
2016
Q1 | $146K | Buy |
5,700
+200
| +4% | +$5.12K | ﹤0.01% | 965 |
|
|
2015
Q4 | $141K | Sell |
5,500
-500
| -8% | -$12.8K | ﹤0.01% | 983 |
|
|
2015
Q3 | $154K | Sell |
6,000
-1,400
| -19% | -$35.9K | 0.01% | 923 |
|
|
2015
Q2 | $193K | Hold |
7,400
| – | – | 0.01% | 887 |
|
|
2015
Q1 | $191K | Hold |
7,400
| – | – | 0.01% | 883 |
|
|
2014
Q4 | $195K | Hold |
7,400
| – | – | 0.01% | 875 |
|
|
2014
Q3 | $194K | Hold |
7,400
| – | – | 0.01% | 880 |
|
|
2014
Q2 | $194K | Hold |
7,400
| – | – | 0.01% | 908 |
|
|
2014
Q1 | $192K | Buy |
7,400
+1,200
| +19% | +$31.1K | 0.01% | 896 |
|
|
2013
Q4 | $156K | Buy |
+6,200
| New | +$156K | 0.01% | 922 |
|