KCM Investment Advisors’s UMH Properties, Inc. 8.0% Series B Cumulative Redeemable Preferred Stock UMH.PRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-21,758
| Closed | -$555K | – | 430 |
|
|
2018
Q4 | $555K | Buy |
21,758
+944
| +5% | +$24.1K | 0.04% | 302 |
|
|
2018
Q3 | $547K | Sell |
20,814
-629
| -3% | -$16.5K | 0.03% | 339 |
|
|
2018
Q2 | $567K | Sell |
21,443
-679
| -3% | -$18K | 0.03% | 325 |
|
|
2018
Q1 | $587K | Buy |
22,122
+299
| +1% | +$7.93K | 0.04% | 331 |
|
|
2017
Q4 | $596K | Sell |
21,823
-467
| -2% | -$12.8K | 0.03% | 328 |
|
|
2017
Q3 | $617K | Buy |
22,290
+260
| +1% | +$7.2K | 0.04% | 320 |
|
|
2017
Q2 | $606K | Buy |
22,030
+463
| +2% | +$12.7K | 0.04% | 325 |
|
|
2017
Q1 | $578K | Buy |
21,567
+292
| +1% | +$7.83K | 0.04% | 339 |
|
|
2016
Q4 | $570K | Sell |
21,275
-512
| -2% | -$13.7K | 0.04% | 331 |
|
|
2016
Q3 | $600K | Buy |
21,787
+61
| +0.3% | +$1.68K | 0.04% | 326 |
|
|
2016
Q2 | $581K | Buy |
21,726
+3,230
| +17% | +$86.4K | 0.04% | 326 |
|
|
2016
Q1 | $485K | Buy |
+18,496
| New | +$485K | 0.04% | 347 |
|