Palisade Capital 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
Q1 | – | Sell |
-7,500
| Closed | -$205K | – | 434 |
|
|
2021
Q4 | $205K | Buy |
+7,500
| New | +$205K | ﹤0.01% | 418 |
|
|
2020
Q2 | – | Sell |
-17,000
| Closed | -$185K | – | 410 |
|
|
2020
Q1 | $185K | Hold |
17,000
| – | – | 0.01% | 402 |
|
|
2019
Q4 | $267K | Hold |
17,000
| – | – | 0.01% | 379 |
|
|
2019
Q3 | $239K | Hold |
17,000
| – | – | 0.01% | 400 |
|
|
2019
Q2 | $211K | Buy |
17,000
+3,000
| +21% | +$37.2K | 0.01% | 398 |
|
|
2019
Q1 | $197K | Buy |
+14,000
| New | +$197K | 0.01% | 424 |
|
|
2018
Q1 | – | Sell |
-50,000
| Closed | -$745K | – | 460 |
|
|
2017
Q4 | $745K | Sell |
50,000
-42,925
| -46% | -$640K | 0.03% | 344 |
|
|
2017
Q3 | $1.45M | Buy |
+92,925
| New | +$1.45M | 0.05% | 303 |
|
|
2014
Q2 | – | Sell |
-21,779
| Closed | -$213K | – | 491 |
|
|
2014
Q1 | $213K | Hold |
21,779
| – | – | 0.01% | 438 |
|
|
2013
Q4 | $205K | Buy |
+21,779
| New | +$205K | 0.01% | 429 |
|
|
2013
Q3 | – | Sell |
-21,779
| Closed | -$224K | – | 458 |
|
|
2013
Q2 | $224K | Buy |
+21,779
| New | +$224K | 0.01% | 405 |
|