Rowland Carmichael Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $218K | Sell |
14,715
-2,264
| -13% | -$33.5K | 0.07% | 283 |
|
|
2020
Q3 | $230K | Hold |
16,979
| – | – | 0.09% | 246 |
|
|
2020
Q2 | $220K | Hold |
16,979
| – | – | 0.09% | 248 |
|
|
2020
Q1 | $184K | Hold |
16,979
| – | – | 0.09% | 239 |
|
|
2019
Q4 | $267K | Hold |
16,979
| – | – | 0.09% | 250 |
|
|
2019
Q3 | $239K | Buy |
16,979
+4,264
| +34% | +$60K | 0.08% | 251 |
|
|
2019
Q2 | $158K | Buy |
+12,715
| New | +$158K | 0.05% | 265 |
|