NewEdge Advisors’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 |
-300
| Closed | -$5.66K | – | 4111 |
|
|
2024
Q4 | $5.66K | Hold |
300
| – | – | ﹤0.01% | 3199 |
|
|
2024
Q3 | $5.9K | Hold |
300
| – | – | ﹤0.01% | 3111 |
|
|
2024
Q2 | $4.8K | Hold |
300
| – | – | ﹤0.01% | 3106 |
|
|
2024
Q1 | $4.87K | Sell |
300
-129
| -30% | -$2.1K | ﹤0.01% | 3146 |
|
|
2023
Q4 | $6.57K | Sell |
429
-271
| -39% | -$4.15K | ﹤0.01% | 3023 |
|
|
2023
Q3 | $9.81K | Hold |
700
| – | – | ﹤0.01% | 2581 |
|
|
2023
Q2 | $11.2K | Sell |
700
-330
| -32% | -$5.27K | ﹤0.01% | 2563 |
|
|
2023
Q1 | $15.2K | Buy |
1,030
+330
| +47% | +$4.88K | ﹤0.01% | 2431 |
|
|
2022
Q4 | $11 | Buy |
+700
| New | +$11 | ﹤0.01% | 3702 |
|