Howe & Rusling’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-225
| Closed | -$3K | – | 938 |
|
|
2018
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 728 |
|
|
2017
Q4 | $3K | Hold |
225
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $3K | Hold |
225
| – | – | ﹤0.01% | 694 |
|
|
2017
Q2 | $4K | Hold |
225
| – | – | ﹤0.01% | 687 |
|
|
2017
Q1 | $3K | Sell |
225
-65
| -22% | -$867 | ﹤0.01% | 778 |
|
|
2016
Q4 | $4K | Hold |
290
| – | – | ﹤0.01% | 733 |
|
|
2016
Q3 | $3K | Hold |
290
| – | – | ﹤0.01% | 790 |
|
|
2016
Q2 | $3K | Hold |
290
| – | – | ﹤0.01% | 759 |
|
|
2016
Q1 | $3K | Buy |
290
+115
| +66% | +$1.19K | ﹤0.01% | 799 |
|
|
2015
Q4 | $2K | Hold |
175
| – | – | ﹤0.01% | 852 |
|
|
2015
Q3 | $2K | Hold |
175
| – | – | ﹤0.01% | 850 |
|
|
2015
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 886 |
|
|
2015
Q1 | $2K | Hold |
175
| – | – | ﹤0.01% | 795 |
|
|
2014
Q4 | $2K | Hold |
175
| – | – | ﹤0.01% | 792 |
|
|
2014
Q3 | $2K | Buy |
+175
| New | +$2K | ﹤0.01% | 763 |
|