Lee Financial’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,882
| Closed | -$433K | – | 925 |
|
|
2023
Q3 | $433K | Sell |
30,882
-2,280
| -7% | -$32K | 0.08% | 97 |
|
|
2023
Q2 | $530K | Hold |
33,162
| – | – | 0.09% | 84 |
|
|
2023
Q1 | $490K | Sell |
33,162
-5,150
| -13% | -$76.2K | 0.08% | 85 |
|
|
2022
Q4 | $617K | Buy |
38,312
+120
| +0.3% | +$1.93K | 0.11% | 87 |
|
|
2022
Q3 | $616K | Hold |
38,192
| – | – | 0.12% | 84 |
|
|
2022
Q2 | $674K | Buy |
38,192
+12,905
| +51% | +$228K | 0.12% | 78 |
|
|
2022
Q1 | $622K | Buy |
25,287
+15
| +0.1% | +$369 | 0.11% | 86 |
|
|
2021
Q4 | $691K | Buy |
+25,272
| New | +$691K | 0.13% | 80 |
|