Ropes Wealth Advisors’s UMH Properties UMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-30,100
Closed -$532K 276
2022
Q2
$532K Sell
30,100
-801
-3% -$14.2K 0.11% 163
2022
Q1
$760K Buy
+30,901
New +$760K 0.13% 145