Pathstone Holdings’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 | $460K | Sell |
27,402
-278
| -1% | -$4.67K | ﹤0.01% | 1753 |
|
|
2025
Q1 | $517K | Sell |
27,680
-123
| -0.4% | -$2.3K | ﹤0.01% | 1695 |
|
|
2024
Q4 | $525K | Sell |
27,803
-283
| -1% | -$5.34K | ﹤0.01% | 1701 |
|
|
2024
Q3 | $552K | Sell |
28,086
-4,452
| -14% | -$87.6K | ﹤0.01% | 1667 |
|
|
2024
Q2 | $520K | Sell |
32,538
-7,385
| -18% | -$118K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $648K | Buy |
39,923
+27,138
| +212% | +$441K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $196K | Buy |
+12,785
| New | +$196K | ﹤0.01% | 2062 |
|