Dupont Capital Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,946
| Closed | -$191K | – | 540 |
|
|
2023
Q2 | $191K | Buy |
+11,946
| New | +$191K | 0.01% | 389 |
|
|
2022
Q2 | – | Sell |
-28,418
| Closed | -$699K | – | 1771 |
|
|
2022
Q1 | $699K | Hold |
28,418
| – | – | 0.03% | 636 |
|
|
2021
Q4 | $777K | Buy |
28,418
+5,777
| +26% | +$158K | 0.03% | 637 |
|
|
2021
Q3 | $518K | Sell |
22,641
-7,741
| -25% | -$177K | 0.02% | 836 |
|
|
2021
Q2 | $663K | Hold |
30,382
| – | – | 0.02% | 830 |
|
|
2021
Q1 | $582K | Buy |
+30,382
| New | +$582K | 0.01% | 852 |
|
|
2020
Q2 | – | Sell |
-64,407
| Closed | -$699K | – | 1425 |
|
|
2020
Q1 | $699K | Buy |
64,407
+34,528
| +116% | +$375K | 0.02% | 562 |
|
|
2019
Q4 | $470K | Buy |
+29,879
| New | +$470K | 0.01% | 873 |
|