Martingale Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28,017
| Closed | -$495K | – | 900 |
|
|
2022
Q2 | $495K | Sell |
28,017
-19,600
| -41% | -$346K | 0.01% | 646 |
|
|
2022
Q1 | $1.17M | Sell |
47,617
-23
| -0% | -$566 | 0.02% | 434 |
|
|
2021
Q4 | $1.3M | Buy |
47,640
+500
| +1% | +$13.7K | 0.02% | 419 |
|
|
2021
Q3 | $1.08M | Buy |
47,140
+25,700
| +120% | +$589K | 0.01% | 490 |
|
|
2021
Q2 | $469K | Sell |
21,440
-77
| -0.4% | -$1.68K | 0.01% | 607 |
|
|
2021
Q1 | $413K | Sell |
21,517
-300
| -1% | -$5.76K | ﹤0.01% | 667 |
|
|
2020
Q4 | $324K | Sell |
21,817
-73,383
| -77% | -$1.09M | ﹤0.01% | 724 |
|
|
2020
Q3 | $1.29M | Buy |
95,200
+54,100
| +132% | +$733K | 0.02% | 558 |
|
|
2020
Q2 | $532K | Sell |
41,100
-3,300
| -7% | -$42.7K | 0.01% | 868 |
|
|
2020
Q1 | $483K | Buy |
+44,400
| New | +$483K | 0.01% | 818 |
|
|
2018
Q4 | – | Sell |
-16,600
| Closed | -$260K | – | 1031 |
|
|
2018
Q3 | $260K | Sell |
16,600
-13,300
| -44% | -$208K | ﹤0.01% | 918 |
|
|
2018
Q2 | $459K | Hold |
29,900
| – | – | 0.01% | 869 |
|
|
2018
Q1 | $401K | Sell |
29,900
-16,400
| -35% | -$220K | 0.01% | 850 |
|
|
2017
Q4 | $690K | Sell |
46,300
-84,413
| -65% | -$1.26M | 0.01% | 772 |
|
|
2017
Q3 | $2.03M | Sell |
130,713
-10,400
| -7% | -$162K | 0.03% | 548 |
|
|
2017
Q2 | $2.41M | Sell |
141,113
-57,350
| -29% | -$978K | 0.03% | 502 |
|
|
2017
Q1 | $3.02M | Buy |
198,463
+71,150
| +56% | +$1.08M | 0.04% | 434 |
|
|
2016
Q4 | $1.92M | Sell |
127,313
-76,949
| -38% | -$1.16M | 0.03% | 557 |
|
|
2016
Q3 | $2.44M | Buy |
204,262
+177,550
| +665% | +$2.12M | 0.04% | 464 |
|
|
2016
Q2 | $301K | Hold |
26,712
| – | – | 0.01% | 745 |
|
|
2016
Q1 | $265K | Hold |
26,712
| – | – | 0.01% | 755 |
|
|
2015
Q4 | $271K | Hold |
26,712
| – | – | 0.01% | 765 |
|
|
2015
Q3 | $249K | Sell |
26,712
-600
| -2% | -$5.59K | 0.01% | 776 |
|
|
2015
Q2 | $268K | Sell |
27,312
-800
| -3% | -$7.85K | 0.01% | 792 |
|
|
2015
Q1 | $284K | Sell |
28,112
-49,507
| -64% | -$500K | 0.01% | 790 |
|
|
2014
Q4 | $742K | Buy |
+77,619
| New | +$742K | 0.02% | 601 |
|