Private Advisor Group’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,048
| Closed | -$78K | – | 3324 |
|
|
2020
Q2 | $78K | Buy |
+6,048
| New | +$78K | ﹤0.01% | 1860 |
|
|
2020
Q1 | – | Sell |
-18,678
| Closed | -$294K | – | 1641 |
|
|
2019
Q4 | $294K | Hold |
18,678
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q3 | $263K | Sell |
18,678
-8,198
| -31% | -$115K | ﹤0.01% | 1346 |
|
|
2019
Q2 | $333K | Sell |
26,876
-3,639
| -12% | -$45.1K | 0.01% | 1230 |
|
|
2019
Q1 | $429K | Buy |
30,515
+37
| +0.1% | +$520 | 0.01% | 1032 |
|
|
2018
Q4 | $361K | Sell |
30,478
-1,118
| -4% | -$13.2K | 0.01% | 956 |
|
|
2018
Q3 | $494K | Buy |
31,596
+1,100
| +4% | +$17.2K | 0.01% | 1001 |
|
|
2018
Q2 | $472K | Sell |
30,496
-1,082
| -3% | -$16.7K | 0.01% | 772 |
|
|
2018
Q1 | $423K | Sell |
31,578
-19
| -0.1% | -$255 | 0.02% | 734 |
|
|
2017
Q4 | $448K | Buy |
31,597
+1,119
| +4% | +$15.9K | 0.02% | 711 |
|
|
2017
Q3 | $481K | Sell |
30,478
-1,100
| -3% | -$17.4K | 0.01% | 913 |
|
|
2017
Q2 | $530K | Hold |
31,578
| – | – | 0.01% | 811 |
|
|
2017
Q1 | $472K | Sell |
31,578
-400
| -1% | -$5.98K | 0.01% | 859 |
|
|
2016
Q4 | $462K | Sell |
31,978
-850
| -3% | -$12.3K | 0.02% | 757 |
|
|
2016
Q3 | $382K | Hold |
32,828
| – | – | 0.02% | 746 |
|
|
2016
Q2 | $403K | Buy |
+32,828
| New | +$403K | 0.02% | 704 |
|