Ridgewood Investments’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 | $75.5K | Buy |
4,497
+15
| +0.3% | +$252 | 0.03% | 281 |
|
|
2025
Q1 | $83.8K | Buy |
4,482
+12
| +0.3% | +$224 | 0.04% | 259 |
|
|
2024
Q4 | $84.4K | Buy |
4,470
+11
| +0.2% | +$208 | 0.04% | 253 |
|
|
2024
Q3 | $87.7K | Buy |
4,459
+11
| +0.2% | +$216 | 0.04% | 248 |
|
|
2024
Q2 | $71.1K | Buy |
+4,448
| New | +$71.1K | 0.04% | 272 |
|
|
2023
Q3 | – | Sell |
-4,894
| Closed | -$78.2K | – | 723 |
|
|
2023
Q2 | $78.2K | Buy |
4,894
+12
| +0.2% | +$192 | 0.04% | 269 |
|
|
2023
Q1 | $72.2K | Buy |
+4,882
| New | +$72.2K | 0.04% | 286 |
|
|
2021
Q2 | – | Sell |
-18,309
| Closed | -$351K | – | 204 |
|
|
2021
Q1 | $351K | Sell |
18,309
-238
| -1% | -$4.56K | 0.22% | 134 |
|
|
2020
Q4 | $251K | Hold |
18,547
| – | – | 0.2% | 135 |
|
|
2020
Q3 | $251K | Buy |
18,547
+12
| +0.1% | +$162 | 0.2% | 136 |
|
|
2020
Q2 | $240K | Buy |
18,535
+12
| +0.1% | +$155 | 0.2% | 137 |
|
|
2020
Q1 | $201K | Buy |
18,523
+13
| +0.1% | +$141 | 0.2% | 138 |
|
|
2019
Q4 | $291K | Buy |
18,510
+9
| +0% | +$141 | 0.21% | 137 |
|
|
2019
Q3 | $260K | Buy |
18,501
+10
| +0.1% | +$141 | 0.2% | 140 |
|
|
2019
Q2 | $229K | Buy |
18,491
+11
| +0.1% | +$136 | 0.18% | 152 |
|
|
2019
Q1 | $260K | Sell |
18,480
-861
| -4% | -$12.1K | 0.21% | 140 |
|
|
2018
Q4 | $303K | Hold |
19,341
| – | – | 0.24% | 122 |
|
|
2018
Q3 | $303K | Sell |
19,341
-192
| -1% | -$3.01K | 0.24% | 123 |
|
|
2018
Q2 | $300K | Buy |
19,533
+10
| +0.1% | +$154 | 0.27% | 114 |
|
|
2018
Q1 | $262K | Buy |
19,523
+10
| +0.1% | +$134 | 0.24% | 116 |
|
|
2017
Q4 | $291K | Sell |
19,513
-17
| -0.1% | -$254 | 0.26% | 110 |
|
|
2017
Q3 | $304K | Buy |
19,530
+8
| +0% | +$125 | 0.29% | 101 |
|
|
2017
Q2 | $333K | Sell |
19,522
-1,792
| -8% | -$30.6K | 0.33% | 92 |
|
|
2017
Q1 | $324K | Sell |
21,314
-1,184
| -5% | -$18K | 0.35% | 85 |
|
|
2016
Q4 | $338K | Buy |
+22,498
| New | +$338K | 0.4% | 68 |
|