Dynamic Technology Lab’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,586
| Closed | -$247K | – | 1418 |
|
|
2023
Q3 | $247K | Buy |
+17,586
| New | +$247K | 0.02% | 727 |
|
|
2023
Q2 | – | Sell |
-34,645
| Closed | -$512K | – | 1436 |
|
|
2023
Q1 | $512K | Buy |
34,645
+19,261
| +125% | +$285K | 0.05% | 617 |
|
|
2022
Q4 | $248K | Buy |
+15,384
| New | +$248K | 0.02% | 840 |
|
|
2022
Q3 | – | Sell |
-14,122
| Closed | -$249K | – | 1541 |
|
|
2022
Q2 | $249K | Buy |
14,122
+4,591
| +48% | +$80.9K | 0.03% | 835 |
|
|
2022
Q1 | $235K | Buy |
+9,531
| New | +$235K | 0.03% | 894 |
|
|
2018
Q2 | – | Sell |
-11,986
| Closed | -$160K | – | 1337 |
|
|
2018
Q1 | $160K | Buy |
+11,986
| New | +$160K | 0.02% | 926 |
|
|
2016
Q2 | – | Sell |
-12,245
| Closed | -$121K | – | 1170 |
|
|
2016
Q1 | $121K | Buy |
+12,245
| New | +$121K | 0.03% | 822 |
|
|
2015
Q2 | – | Sell |
-17,256
| Closed | -$174K | – | 954 |
|
|
2015
Q1 | $174K | Buy |
17,256
+2,053
| +14% | +$20.7K | 0.08% | 546 |
|
|
2014
Q4 | $145K | Buy |
+15,203
| New | +$145K | 0.07% | 534 |
|