Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-108
| Closed | -$74 | – | 1013 |
|
|
2021
Q4 | $74 | Buy |
108
+105
| +3,500% | +$72 | ﹤0.01% | 689 |
|
|
2021
Q3 | $23K | Hold |
3
| – | – | 0.01% | 776 |
|
|
2021
Q2 | $22K | Buy |
+3
| New | +$22K | 0.01% | 789 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$151 | – | 866 |
|
|
2020
Q1 | $151 | Sell |
14
-20
| -59% | -$216 | ﹤0.01% | 806 |
|
|
2019
Q4 | $16K | Buy |
34
+20
| +143% | +$9.41K | 0.01% | 1090 |
|
|
2019
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1605 |
|