GW&K Investment Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-851
| Closed | -$14K | – | 947 |
|
|
2024
Q1 | $14K | Sell |
851
-5,901
| -87% | -$97.1K | ﹤0.01% | 610 |
|
|
2023
Q4 | $103K | Sell |
6,752
-937,946
| -99% | -$14.3M | ﹤0.01% | 374 |
|
|
2023
Q3 | $13.2M | Sell |
944,698
-26,046
| -3% | -$365K | 0.13% | 212 |
|
|
2023
Q2 | $15.5M | Sell |
970,744
-9,812
| -1% | -$157K | 0.15% | 201 |
|
|
2023
Q1 | $14.5M | Buy |
980,556
+103,061
| +12% | +$1.52M | 0.14% | 196 |
|
|
2022
Q4 | $14.1M | Sell |
877,495
-97,802
| -10% | -$1.57M | 0.14% | 194 |
|
|
2022
Q3 | $15.8M | Sell |
975,297
-1,883
| -0.2% | -$30.4K | 0.17% | 183 |
|
|
2022
Q2 | $17.3M | Buy |
977,180
+312,334
| +47% | +$5.52M | 0.19% | 185 |
|
|
2022
Q1 | $16.3M | Buy |
664,846
+9,230
| +1% | +$227K | 0.15% | 198 |
|
|
2021
Q4 | $17.9M | Buy |
+655,616
| New | +$17.9M | 0.15% | 202 |
|