Financial Architects (New Jersey)’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-855
| Closed | -$11K | – | 741 |
|
|
2020
Q2 | $11K | Hold |
855
| – | – | ﹤0.01% | 638 |
|
|
2020
Q1 | $9K | Hold |
855
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $13K | Hold |
855
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $12K | Hold |
855
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $11K | Buy |
+855
| New | +$11K | ﹤0.01% | 767 |
|
|
2019
Q1 | – | Hold |
0
| – | -$3K | – | 1143 |
|
|
2018
Q4 | – | Hold |
0
| – | -$4K | – | 1090 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1122 |
|