Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Sell |
419,419
-14,874
| -3% | -$250K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $8.12M | Buy |
434,293
+1,047
| +0.2% | +$19.6K | ﹤0.01% | 1798 |
|
|
2024
Q4 | $8.18M | Sell |
433,246
-164
| -0% | -$3.1K | ﹤0.01% | 1778 |
|
|
2024
Q3 | $8.53M | Buy |
433,410
+11,560
| +3% | +$227K | ﹤0.01% | 1751 |
|
|
2024
Q2 | $6.75M | Buy |
421,850
+41,774
| +11% | +$668K | ﹤0.01% | 1819 |
|
|
2024
Q1 | $6.17M | Buy |
380,076
+24,952
| +7% | +$405K | ﹤0.01% | 1834 |
|
|
2023
Q4 | $5.44M | Sell |
355,124
-19,681
| -5% | -$302K | ﹤0.01% | 1838 |
|
|
2023
Q3 | $5.25M | Buy |
374,805
+123,248
| +49% | +$1.73M | ﹤0.01% | 1768 |
|
|
2023
Q2 | $4.02M | Buy |
251,557
+15,217
| +6% | +$243K | ﹤0.01% | 1836 |
|
|
2023
Q1 | $3.5M | Buy |
236,340
+53,291
| +29% | +$788K | ﹤0.01% | 1843 |
|
|
2022
Q4 | $2.95M | Sell |
183,049
-7,028
| -4% | -$113K | ﹤0.01% | 1914 |
|
|
2022
Q3 | $3.07M | Buy |
190,077
+5,665
| +3% | +$91.5K | ﹤0.01% | 1825 |
|
|
2022
Q2 | $3.26M | Sell |
184,412
-1,394
| -0.8% | -$24.6K | ﹤0.01% | 1774 |
|
|
2022
Q1 | $4.57M | Buy |
185,806
+13,103
| +8% | +$322K | ﹤0.01% | 1656 |
|
|
2021
Q4 | $4.72M | Buy |
172,703
+12,375
| +8% | +$338K | ﹤0.01% | 1632 |
|
|
2021
Q3 | $3.67M | Buy |
160,328
+10,936
| +7% | +$250K | ﹤0.01% | 1709 |
|
|
2021
Q2 | $3.26M | Buy |
149,392
+49,906
| +50% | +$1.09M | ﹤0.01% | 1767 |
|
|
2021
Q1 | $1.91M | Buy |
+99,486
| New | +$1.91M | ﹤0.01% | 1964 |
|