Diversified Trust’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
11,764
+26
| +0.2% | +$437 | ﹤0.01% | 871 |
|
|
2025
Q1 | $220K | Sell |
11,738
-5,698
| -33% | -$107K | 0.01% | 827 |
|
|
2024
Q4 | $329K | Buy |
17,436
+1,957
| +13% | +$36.9K | 0.01% | 723 |
|
|
2024
Q3 | $304K | Buy |
15,479
+267
| +2% | +$5.25K | 0.01% | 721 |
|
|
2024
Q2 | $243K | Buy |
15,212
+1,024
| +7% | +$16.4K | 0.01% | 738 |
|
|
2024
Q1 | $230K | Buy |
14,188
+531
| +4% | +$8.62K | 0.01% | 716 |
|
|
2023
Q4 | $209K | Buy |
+13,657
| New | +$209K | 0.01% | 772 |
|