Rothschild Investment LLC’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 | $3.02K | Buy |
180
+55
| +44% | +$923 | ﹤0.01% | 1784 |
|
|
2025
Q1 | $2.34K | Buy |
125
+20
| +19% | +$374 | ﹤0.01% | 1795 |
|
|
2024
Q4 | $1.98K | Buy |
105
+35
| +50% | +$661 | ﹤0.01% | 1808 |
|
|
2024
Q3 | $1.38K | Buy |
70
+40
| +133% | +$787 | ﹤0.01% | 1944 |
|
|
2024
Q2 | $480 | Buy |
30
+20
| +200% | +$320 | ﹤0.01% | 2046 |
|
|
2024
Q1 | $162 | Buy |
+10
| New | +$162 | ﹤0.01% | 1857 |
|