Loeb Partners Corp’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-122,008
| Closed | -$1.44M | – | 273 |
|
|
2018
Q4 | $1.44M | Buy |
122,008
+9,000
| +8% | +$106K | 0.67% | 44 |
|
|
2018
Q3 | $1.77M | Buy |
113,008
+20,000
| +22% | +$313K | 0.65% | 45 |
|
|
2018
Q2 | $1.43M | Sell |
93,008
-11,808
| -11% | -$181K | 0.36% | 74 |
|
|
2018
Q1 | $1.41M | Sell |
104,816
-8,800
| -8% | -$118K | 0.61% | 47 |
|
|
2017
Q4 | $1.69M | Sell |
113,616
-2,000
| -2% | -$29.8K | 0.5% | 55 |
|
|
2017
Q3 | $1.8M | Buy |
115,616
+72,908
| +171% | +$1.13M | 0.55% | 48 |
|
|
2017
Q2 | $729K | Hold |
42,708
| – | – | 0.21% | 101 |
|
|
2017
Q1 | $649K | Buy |
42,708
+11,000
| +35% | +$167K | 0.2% | 102 |
|
|
2016
Q4 | $477K | Buy |
31,708
+13,800
| +77% | +$208K | 0.16% | 113 |
|
|
2016
Q3 | $213K | Hold |
17,908
| – | – | 0.08% | 138 |
|
|
2016
Q2 | $201K | Hold |
17,908
| – | – | 0.07% | 149 |
|
|
2016
Q1 | $178K | Hold |
17,908
| – | – | 0.06% | 137 |
|
|
2015
Q4 | $181K | Hold |
17,908
| – | – | 0.06% | 144 |
|
|
2015
Q3 | $167K | Hold |
17,908
| – | – | 0.06% | 149 |
|
|
2015
Q2 | $175K | Buy |
+17,908
| New | +$175K | 0.05% | 168 |
|