Personal CFO Solutions’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 | $264K | Buy |
15,699
+62
| +0.4% | +$1.04K | 0.05% | 371 |
|
|
2025
Q1 | $292K | Sell |
15,637
-1,057
| -6% | -$19.8K | 0.06% | 323 |
|
|
2024
Q4 | $315K | Sell |
16,694
-748
| -4% | -$14.1K | 0.06% | 305 |
|
|
2024
Q3 | $343K | Buy |
17,442
+2,464
| +16% | +$48.5K | 0.05% | 363 |
|
|
2024
Q2 | $240K | Sell |
14,978
-279
| -2% | -$4.46K | 0.04% | 448 |
|
|
2024
Q1 | $248K | Sell |
15,257
-50
| -0.3% | -$812 | 0.04% | 449 |
|
|
2023
Q4 | $235K | Buy |
15,307
+231
| +2% | +$3.54K | 0.04% | 442 |
|
|
2023
Q3 | $211K | Buy |
15,076
+292
| +2% | +$4.09K | 0.04% | 426 |
|
|
2023
Q2 | $236K | Buy |
14,784
+314
| +2% | +$5.02K | 0.05% | 399 |
|
|
2023
Q1 | $214K | Buy |
14,470
+2,811
| +24% | +$41.6K | 0.04% | 431 |
|
|
2022
Q4 | $188K | Buy |
11,659
+745
| +7% | +$12K | 0.04% | 431 |
|
|
2022
Q3 | $176K | Sell |
10,914
-21
| -0.2% | -$339 | 0.04% | 385 |
|
|
2022
Q2 | $193K | Sell |
10,935
-270
| -2% | -$4.77K | 0.05% | 400 |
|
|
2022
Q1 | $276K | Buy |
11,205
+469
| +4% | +$11.6K | 0.05% | 362 |
|
|
2021
Q4 | $293K | Sell |
10,736
-78
| -0.7% | -$2.13K | 0.05% | 330 |
|
|
2021
Q3 | $248K | Buy |
10,814
+711
| +7% | +$16.3K | 0.05% | 366 |
|
|
2021
Q2 | $220K | Buy |
+10,103
| New | +$220K | 0.05% | 387 |
|