Principal Securities’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 | $10.1K | Sell |
603
-84
| -12% | -$1.41K | ﹤0.01% | 2615 |
|
|
2025
Q1 | $13K | Hold |
687
| – | – | ﹤0.01% | 2413 |
|
|
2024
Q4 | $13K | Buy |
687
+67
| +11% | +$1.27K | ﹤0.01% | 2409 |
|
|
2024
Q3 | $12.2K | Buy |
620
+57
| +10% | +$1.12K | ﹤0.01% | 2346 |
|
|
2024
Q2 | $9K | Buy |
563
+245
| +77% | +$3.92K | ﹤0.01% | 2444 |
|
|
2024
Q1 | $5.16K | Sell |
318
-453
| -59% | -$7.36K | ﹤0.01% | 2597 |
|
|
2023
Q4 | $11.8K | Buy |
+771
| New | +$11.8K | ﹤0.01% | 2158 |
|