Kensington Investment Counsel’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,000
| Closed | -$163K | – | 99 |
|
|
2023
Q1 | $163K | Hold |
11,000
| – | – | 0.12% | 83 |
|
|
2022
Q4 | $177K | Hold |
11,000
| – | – | 0.14% | 81 |
|
|
2022
Q3 | $178K | Hold |
11,000
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $194K | Hold |
11,000
| – | – | 0.17% | 80 |
|
|
2022
Q1 | $270K | Buy |
+11,000
| New | +$270K | 0.18% | 85 |
|