Los Angeles Capital Management’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 | – | Sell |
-14,985
| Closed | -$283K | – | 1232 |
|
|
2024
Q4 | $283K | Sell |
14,985
-9,190
| -38% | -$174K | ﹤0.01% | 947 |
|
|
2024
Q3 | $476K | Buy |
+24,175
| New | +$476K | ﹤0.01% | 875 |
|
|
2020
Q4 | – | Sell |
-18,820
| Closed | -$255K | – | 1556 |
|
|
2020
Q3 | $255K | Hold |
18,820
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q2 | $243K | Buy |
18,820
+6,620
| +54% | +$85.5K | ﹤0.01% | 1347 |
|
|
2020
Q1 | $132K | Buy |
+12,200
| New | +$132K | ﹤0.01% | 1265 |
|