Koshinski Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,531
| Closed | -$498K | – | 663 |
|
|
2024
Q2 | $498K | Buy |
30,531
+2,421
| +9% | +$39.5K | 0.05% | 344 |
|
|
2024
Q1 | $457K | Sell |
28,110
-105,680
| -79% | -$1.72M | 0.05% | 337 |
|
|
2023
Q4 | $2.05M | Buy |
133,790
+57,229
| +75% | +$877K | 0.31% | 92 |
|
|
2023
Q3 | $1.07M | Sell |
76,561
-12,938
| -14% | -$181K | 0.12% | 167 |
|
|
2023
Q2 | $1.43M | Buy |
+89,499
| New | +$1.43M | 0.15% | 143 |
|
|
2022
Q1 | – | Sell |
-137,450
| Closed | -$3.76M | – | 2236 |
|
|
2021
Q4 | $3.76M | Sell |
137,450
-572
| -0.4% | -$15.6K | 0.3% | 71 |
|
|
2021
Q3 | $3.16M | Buy |
+138,022
| New | +$3.16M | 0.27% | 87 |
|
|
2020
Q4 | – | Sell |
-124,956
| Closed | -$1.82K | – | 580 |
|
|
2020
Q3 | $1.82K | Buy |
+124,956
| New | +$1.82K | 0.24% | 98 |
|
|
2020
Q1 | – | Sell |
-100,404
| Closed | -$1.56M | – | 521 |
|
|
2019
Q4 | $1.56M | Buy |
100,404
+6,080
| +6% | +$94.3K | 0.27% | 110 |
|
|
2019
Q3 | $1.33M | Buy |
94,324
+14,870
| +19% | +$209K | 0.92% | 34 |
|
|
2019
Q2 | $986K | Sell |
79,454
-3,484
| -4% | -$43.2K | 0.4% | 71 |
|
|
2019
Q1 | $1.17K | Buy |
82,938
+3,444
| +4% | +$49 | 0.31% | 90 |
|
|
2018
Q4 | $941K | Buy |
79,494
+12,685
| +19% | +$150K | 0.23% | 135 |
|
|
2018
Q3 | $1.05M | Buy |
66,809
+21,863
| +49% | +$342K | 0.15% | 197 |
|
|
2018
Q2 | $690K | Buy |
44,946
+3,553
| +9% | +$54.5K | 0.21% | 154 |
|
|
2018
Q1 | $555K | Buy |
41,393
+4,518
| +12% | +$60.6K | 0.17% | 191 |
|
|
2017
Q4 | $549K | Buy |
+36,875
| New | +$549K | 0.14% | 234 |
|