Delta Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,000
| Closed | -$59K | – | 625 |
|
2018
Q4 | $59K | Hold |
5,000
| – | – | 0.01% | 214 |
|
2018
Q3 | $78K | Hold |
5,000
| – | – | 0.01% | 200 |
|
2018
Q2 | $77K | Hold |
5,000
| – | – | 0.01% | 190 |
|
2018
Q1 | $67K | Hold |
5,000
| – | – | 0.01% | 205 |
|
2017
Q4 | $75K | Hold |
5,000
| – | – | 0.01% | 194 |
|
2017
Q3 | $78K | Hold |
5,000
| – | – | 0.01% | 179 |
|
2017
Q2 | $85K | Hold |
5,000
| – | – | 0.01% | 171 |
|
2017
Q1 | $76K | Hold |
5,000
| – | – | 0.01% | 181 |
|
2016
Q4 | $75K | Hold |
5,000
| – | – | 0.01% | 182 |
|
2016
Q3 | $60K | Hold |
5,000
| – | – | 0.01% | 207 |
|
2016
Q2 | $56K | Hold |
5,000
| – | – | 0.01% | 209 |
|
2016
Q1 | $50K | Hold |
5,000
| – | – | 0.01% | 220 |
|
2015
Q4 | $51K | Hold |
5,000
| – | – | 0.01% | 221 |
|
2015
Q3 | $47K | Hold |
5,000
| – | – | 0.01% | 220 |
|
2015
Q2 | $49K | Hold |
5,000
| – | – | 0.01% | 223 |
|
2015
Q1 | $50K | Hold |
5,000
| – | – | 0.01% | 230 |
|
2014
Q4 | $48K | Hold |
5,000
| – | – | 0.01% | 236 |
|
2014
Q3 | $48K | Hold |
5,000
| – | – | 0.01% | 228 |
|
2014
Q2 | $50K | Hold |
5,000
| – | – | 0.01% | 228 |
|
2014
Q1 | $49K | Hold |
5,000
| – | – | 0.01% | 228 |
|
2013
Q4 | $47K | Buy |
5,000
+456
| +10% | +$4.29K | 0.01% | 228 |
|
2013
Q3 | $45K | Hold |
4,544
| – | – | 0.01% | 233 |
|
2013
Q2 | $47K | Buy |
+4,544
| New | +$47K | 0.01% | 221 |
|