Kovitz Investment Group Partners’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 |
-10,000
| Closed | -$160K | – | 1100 |
|
|
2024
Q2 | $160K | Hold |
10,000
| – | – | ﹤0.01% | 798 |
|
|
2024
Q1 | $162K | Hold |
10,000
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $153K | Hold |
10,000
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $140K | Hold |
10,000
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $160K | Buy |
+10,000
| New | +$160K | ﹤0.01% | 397 |
|