Northwestern Mutual Wealth 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
Q2 | – | Sell |
-824
| Closed | -$15.4K | – | 4003 |
|
|
2025
Q1 | $15.4K | Buy |
824
+325
| +65% | +$6.08K | ﹤0.01% | 2599 |
|
|
2024
Q4 | $9.42K | Buy |
+499
| New | +$9.42K | ﹤0.01% | 2758 |
|
|
2022
Q1 | – | Sell |
-760
| Closed | -$21K | – | 3409 |
|
|
2021
Q4 | $21K | Hold |
760
| – | – | ﹤0.01% | 2320 |
|
|
2021
Q3 | $17K | Hold |
760
| – | – | ﹤0.01% | 2288 |
|
|
2021
Q2 | $17K | Buy |
+760
| New | +$17K | ﹤0.01% | 2257 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$16K | – | 2456 |
|
|
2017
Q3 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 1539 |
|