Personal CFO Solutions’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $157K | Sell |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $188K | Buy |
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|
2022
Q3 | $176K | Sell |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $220K | Buy |
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