Geneos Wealth 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 | $7.02K | Sell |
418
-930
| -69% | -$15.6K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $25.2K | Buy |
1,348
+1,101
| +446% | +$20.6K | ﹤0.01% | 2234 |
|
|
2024
Q4 | $4.66K | Hold |
247
| – | – | ﹤0.01% | 2358 |
|
|
2024
Q3 | $4.86K | Buy |
+247
| New | +$4.86K | ﹤0.01% | 2080 |
|
|
2022
Q3 | – | Sell |
-2,479
| Closed | -$45K | – | 2569 |
|
|
2022
Q2 | $45K | Buy |
2,479
+29
| +1% | +$526 | ﹤0.01% | 1332 |
|
|
2022
Q1 | $60K | Buy |
2,450
+22
| +0.9% | +$539 | ﹤0.01% | 1299 |
|
|
2021
Q4 | $66K | Buy |
2,428
+19
| +0.8% | +$516 | ﹤0.01% | 1353 |
|
|
2021
Q3 | $56K | Buy |
2,409
+19
| +0.8% | +$442 | ﹤0.01% | 1431 |
|
|
2021
Q2 | $52K | Buy |
2,390
+21
| +0.9% | +$457 | ﹤0.01% | 1468 |
|
|
2021
Q1 | $51K | Hold |
2,369
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q4 | $45K | Sell |
2,369
-1,448
| -38% | -$27.5K | ﹤0.01% | 1504 |
|
|
2020
Q3 | $51K | Buy |
3,817
+30
| +0.8% | +$401 | ﹤0.01% | 1250 |
|
|
2020
Q2 | $46K | Buy |
3,787
+33
| +0.9% | +$401 | ﹤0.01% | 1256 |
|
|
2020
Q1 | $39K | Buy |
3,754
+527
| +16% | +$5.48K | ﹤0.01% | 1223 |
|
|
2019
Q4 | $50K | Buy |
3,227
+17
| +0.5% | +$263 | ﹤0.01% | 1257 |
|
|
2019
Q3 | $44K | Buy |
3,210
+19
| +0.6% | +$260 | ﹤0.01% | 1253 |
|
|
2019
Q2 | $39K | Buy |
3,191
+19
| +0.6% | +$232 | ﹤0.01% | 1321 |
|
|
2019
Q1 | $44K | Buy |
3,172
+19
| +0.6% | +$264 | ﹤0.01% | 1211 |
|
|
2018
Q4 | $36K | Buy |
3,153
+320
| +11% | +$3.65K | ﹤0.01% | 1255 |
|
|
2018
Q3 | $44K | Buy |
2,833
+16
| +0.6% | +$248 | ﹤0.01% | 1238 |
|
|
2018
Q2 | $43K | Buy |
2,817
+16
| +0.6% | +$244 | ﹤0.01% | 1120 |
|
|
2018
Q1 | $37K | Buy |
2,801
+19
| +0.7% | +$251 | ﹤0.01% | 1141 |
|
|
2017
Q4 | $41K | Buy |
2,782
+16
| +0.6% | +$236 | ﹤0.01% | 1094 |
|
|
2017
Q3 | $43K | Buy |
2,766
+15
| +0.5% | +$233 | ﹤0.01% | 1029 |
|
|
2017
Q2 | $46K | Buy |
2,751
+13
| +0.5% | +$217 | ﹤0.01% | 953 |
|
|
2017
Q1 | $41K | Sell |
2,738
-3,183
| -54% | -$47.7K | ﹤0.01% | 966 |
|
|
2016
Q4 | $89K | Buy |
5,921
+17
| +0.3% | +$256 | 0.01% | 646 |
|
|
2016
Q3 | $70K | Buy |
5,904
+19
| +0.3% | +$225 | 0.01% | 692 |
|
|
2016
Q2 | $69K | Buy |
5,885
+21
| +0.4% | +$246 | 0.01% | 698 |
|
|
2016
Q1 | $58K | Buy |
+5,864
| New | +$58K | 0.01% | 757 |
|