Partnervest Advisory Services’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,700
| Closed | -$17K | – | 743 |
|
|
2014
Q2 | $17K | Sell |
1,700
-600
| -26% | -$6K | 0.01% | 576 |
|
|
2014
Q1 | $22K | Hold |
2,300
| – | – | 0.01% | 481 |
|
|
2013
Q4 | $22K | Hold |
2,300
| – | – | 0.01% | 451 |
|
|
2013
Q3 | $23K | Hold |
2,300
| – | – | 0.01% | 428 |
|
|
2013
Q2 | $24K | Buy |
+2,300
| New | +$24K | 0.01% | 378 |
|