Envestnet Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Sell |
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|
2025
Q1 | $8.12M | Buy |
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|
2024
Q4 | $8.18M | Sell |
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|
2024
Q3 | $8.53M | Buy |
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|
2024
Q2 | $6.75M | Buy |
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|
2024
Q1 | $6.17M | Buy |
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|
2023
Q4 | $5.44M | Sell |
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|
2023
Q3 | $5.25M | Buy |
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|
2023
Q2 | $4.02M | Buy |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $4.57M | Buy |
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|
2021
Q4 | $4.72M | Buy |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.26M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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