O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,903
| Closed | -$273K | – | 2428 |
|
|
2021
Q3 | $273K | Buy |
11,903
+2,364
| +25% | +$54.2K | 0.01% | 890 |
|
|
2021
Q2 | $208K | Hold |
9,539
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | $183K | Buy |
9,539
+9,501
| +25,003% | +$182K | ﹤0.01% | 963 |
|
|
2020
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 2002 |
|
|
2020
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 1805 |
|
|
2020
Q2 | $0 | Hold |
38
| – | – | ﹤0.01% | 1906 |
|
|
2020
Q1 | $0 | Buy |
+38
| New | – | ﹤0.01% | 1817 |
|