HSBC Holdings’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 | $1.43M | Buy |
85,711
+21,319
| +33% | +$357K | ﹤0.01% | 1256 |
|
|
2025
Q1 | $1.2M | Buy |
64,392
+5,126
| +9% | +$95.9K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $1.12M | Buy |
59,266
+11,194
| +23% | +$211K | ﹤0.01% | 1390 |
|
|
2024
Q3 | $943K | Buy |
+48,072
| New | +$943K | ﹤0.01% | 1396 |
|
|
2023
Q3 | – | Sell |
-10,746
| Closed | -$171K | – | 2287 |
|
|
2023
Q2 | $171K | Buy |
+10,746
| New | +$171K | ﹤0.01% | 1932 |
|