Lindbrook Capital’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.13K | Sell |
114
-36
| -24% | -$673 | ﹤0.01% | 2271 |
|
|
2024
Q4 | $2.83K | Buy |
150
+9
| +6% | +$170 | ﹤0.01% | 2198 |
|
|
2024
Q3 | $2.77K | Buy |
141
+94
| +200% | +$1.85K | ﹤0.01% | 2247 |
|
|
2024
Q2 | $752 | Hold |
47
| – | – | ﹤0.01% | 2537 |
|
|
2024
Q1 | $763 | Hold |
47
| – | – | ﹤0.01% | 2466 |
|
|
2023
Q4 | $720 | Sell |
47
-126
| -73% | -$1.93K | ﹤0.01% | 2533 |
|
|
2023
Q3 | $2.43K | Buy |
173
+115
| +198% | +$1.61K | ﹤0.01% | 2056 |
|
|
2023
Q2 | $927 | Buy |
58
+27
| +87% | +$432 | ﹤0.01% | 2380 |
|
|
2023
Q1 | $458 | Buy |
31
+21
| +210% | +$310 | ﹤0.01% | 2619 |
|
|
2022
Q4 | $161 | Sell |
10
-135
| -93% | -$2.17K | ﹤0.01% | 2764 |
|
|
2022
Q3 | $2K | Sell |
145
-8
| -5% | -$110 | ﹤0.01% | 2162 |
|
|
2022
Q2 | $3K | Sell |
153
-8
| -5% | -$157 | ﹤0.01% | 1854 |
|
|
2022
Q1 | $4K | Buy |
161
+38
| +31% | +$944 | ﹤0.01% | 1753 |
|
|
2021
Q4 | $3K | Hold |
123
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q3 | $3K | Hold |
123
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q2 | $3K | Hold |
123
| – | – | ﹤0.01% | 1516 |
|
|
2021
Q1 | $2K | Buy |
123
+28
| +29% | +$455 | ﹤0.01% | 1609 |
|
|
2020
Q4 | $1K | Hold |
95
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q3 | $1K | Hold |
95
| – | – | ﹤0.01% | 1665 |
|
|
2020
Q2 | $1K | Hold |
95
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q1 | $1K | Buy |
+95
| New | +$1K | ﹤0.01% | 1582 |
|