Penn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-194,646
| Closed | -$2.98M | – | 163 |
|
|
2023
Q4 | $2.98M | Buy |
194,646
+11,643
| +6% | +$178K | 0.27% | 87 |
|
|
2023
Q3 | $2.57M | Buy |
183,003
+11,898
| +7% | +$167K | 0.26% | 96 |
|
|
2023
Q2 | $2.73M | Hold |
171,105
| – | – | 0.27% | 92 |
|
|
2023
Q1 | $2.53M | Buy |
171,105
+12,668
| +8% | +$187K | 0.25% | 93 |
|
|
2022
Q4 | $2.55M | Sell |
158,437
-2,363
| -1% | -$38K | 0.26% | 95 |
|
|
2022
Q3 | $2.6M | Buy |
160,800
+1,717
| +1% | +$27.7K | 0.29% | 87 |
|
|
2022
Q2 | $2.81M | Buy |
+159,083
| New | +$2.81M | 0.3% | 84 |
|
|
2020
Q3 | – | Sell |
-327,282
| Closed | -$4.23M | – | 210 |
|
|
2020
Q2 | $4.23M | Buy |
+327,282
| New | +$4.23M | 0.55% | 72 |
|