Oppenheimer & Co’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 | $601K | Sell |
35,770
-192
| -0.5% | -$3.22K | 0.01% | 1072 |
|
|
2025
Q1 | $672K | Buy |
35,962
+5,798
| +19% | +$108K | 0.01% | 969 |
|
|
2024
Q4 | $569K | Buy |
+30,164
| New | +$569K | 0.01% | 1022 |
|
|
2023
Q3 | – | Sell |
-12,763
| Closed | -$204K | – | 1468 |
|
|
2023
Q2 | $204K | Sell |
12,763
-600
| -4% | -$9.59K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $198K | Buy |
13,363
+190
| +1% | +$2.81K | ﹤0.01% | 1266 |
|
|
2022
Q4 | $212K | Buy |
13,173
+2
| +0% | +$32 | ﹤0.01% | 1212 |
|
|
2022
Q3 | $213K | Buy |
+13,171
| New | +$213K | 0.01% | 1207 |
|