IFP Advisors’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 | – | Hold |
0
| – | – | – | 4060 |
|
|
2023
Q1 | – | Sell |
-282
| Closed | -$5K | – | 4387 |
|
|
2022
Q4 | $5K | Sell |
282
-94
| -25% | -$1.67K | ﹤0.01% | 3821 |
|
|
2022
Q3 | $6K | Buy |
376
+4
| +1% | +$64 | ﹤0.01% | 3967 |
|
|
2022
Q2 | $6K | Hold |
372
| – | – | ﹤0.01% | 3721 |
|
|
2022
Q1 | $6K | Buy |
+372
| New | +$6K | ﹤0.01% | 3721 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4555 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4348 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4225 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4035 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3882 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3705 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3627 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3595 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3630 |
|