Parallel Advisors’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$321 | – | 3662 |
|
|
2024
Q4 | $321 | Buy |
+17
| New | +$321 | ﹤0.01% | 3283 |
|
|
2024
Q2 | – | Sell |
-407
| Closed | -$6.61K | – | 3415 |
|
|
2024
Q1 | $6.61K | Buy |
+407
| New | +$6.61K | ﹤0.01% | 2442 |
|
|
2023
Q4 | – | Sell |
-485
| Closed | -$6.8K | – | 3480 |
|
|
2023
Q3 | $6.8K | Buy |
+485
| New | +$6.8K | ﹤0.01% | 2371 |
|
|
2023
Q2 | – | Sell |
-66
| Closed | -$976 | – | 3528 |
|
|
2023
Q1 | $976 | Buy |
+66
| New | +$976 | ﹤0.01% | 2961 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | – | – | 3533 |
|
|
2022
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 3502 |
|
|
2020
Q2 | – | Sell |
-102
| Closed | -$1K | – | 2722 |
|
|
2020
Q1 | $1K | Hold |
102
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q3 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 2322 |
|
|
2018
Q4 | – | Sell |
-96
| Closed | -$2K | – | 2308 |
|
|
2018
Q3 | $2K | Hold |
96
| – | – | ﹤0.01% | 2050 |
|
|
2018
Q2 | $1K | Hold |
96
| – | – | ﹤0.01% | 2019 |
|
|
2018
Q1 | $1K | Sell |
96
-59
| -38% | -$615 | ﹤0.01% | 2011 |
|
|
2017
Q4 | $2K | Hold |
155
| – | – | ﹤0.01% | 1894 |
|
|
2017
Q3 | $2K | Hold |
155
| – | – | ﹤0.01% | 1901 |
|
|
2017
Q2 | $3K | Hold |
155
| – | – | ﹤0.01% | 1794 |
|
|
2017
Q1 | $2K | Buy |
+155
| New | +$2K | ﹤0.01% | 1805 |
|