Simplex Trading’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 11128 |
|
|
2025
Q4 | – | Sell |
-3,902
| Closed | -$58.6K | – | 11093 |
|
|
2025
Q3 | $57K | Buy |
3,902
+2,732
| +234% | +$43.7K | ﹤0.01% | 6327 |
|
|
2025
Q2 | $19K | Buy |
1,170
+944
| +418% | +$16.2K | ﹤0.01% | 6822 |
|
|
2025
Q1 | $4K | Buy |
226
+220
| +3,667% | +$4K | ﹤0.01% | 7735 |
|
|
2024
Q4 | $0 | Buy |
+6
| New | +$114 | ﹤0.01% | 10677 |
|
|
2024
Q3 | – | Sell |
-684
| Closed | -$12.7K | – | 10678 |
|
|
2024
Q2 | $10K | Sell |
684
-2,492
| -78% | -$38.8K | ﹤0.01% | 7458 |
|
|
2024
Q1 | $51K | Sell |
3,176
-6,986
| -69% | -$107K | ﹤0.01% | 6244 |
|
|
2023
Q4 | $155K | Buy |
+10,162
| New | +$146K | ﹤0.01% | 4937 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 10941 |
|
|
2023
Q2 | – | Sell |
-1,297
| Closed | -$20.1K | – | 11100 |
|
|
2023
Q1 | $19K | Buy |
1,297
+862
| +198% | +$14.2K | ﹤0.01% | 6978 |
|
|
2022
Q4 | $7K | Sell |
435
-4,279
| -91% | -$72K | ﹤0.01% | 7859 |
|
|
2022
Q3 | $76K | Buy |
+4,714
| New | +$88.5K | ﹤0.01% | 5891 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 12029 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 12190 |
|
|
2021
Q4 | – | Sell |
-2,970
| Closed | -$71.6K | – | 12163 |
|
|
2021
Q3 | $65K | Hold |
2,970
| – | – | ﹤0.01% | 7196 |
|
|
2021
Q2 | $64K | Buy |
2,970
+90
| +3% | +$1.92K | ﹤0.01% | 7349 |
|
|
2021
Q1 | $55K | Buy |
2,880
+2,537
| +740% | +$42.7K | ﹤0.01% | 6500 |
|
|
2020
Q4 | $5K | Buy |
+343
| New | +$4.99K | ﹤0.01% | 7738 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 9231 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8999 |
|
|
2020
Q1 | – | Sell |
-4,476
| Closed | -$65K | – | 8880 |
|
|
2019
Q4 | $70K | Buy |
+4,476
| New | +$67.5K | ﹤0.01% | 4886 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 8630 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 8503 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 8488 |
|
|
2018
Q4 | – | Sell |
-729
| Closed | -$9.88K | – | 8386 |
|
|
2018
Q3 | $11K | Sell |
729
-789
| -52% | -$12.4K | ﹤0.01% | 6375 |
|
|
2018
Q2 | $23K | Buy |
1,518
+1,350
| +804% | +$19K | ﹤0.01% | 5758 |
|
|
2018
Q1 | $2K | Buy |
+168
| New | +$2.19K | ﹤0.01% | 5356 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | -$609 | – | 7295 |
|
|
2017
Q3 | $0 | Sell |
40
-43
| -52% | -$688 | ﹤0.01% | 7299 |
|
|
2017
Q2 | $1K | Buy |
+83
| New | +$1.37K | ﹤0.01% | 5755 |
|
|
2017
Q1 | – | Sell |
-551
| Closed | -$8.03K | – | 7409 |
|
|
2016
Q4 | $8K | Buy |
+551
| New | +$7.06K | ﹤0.01% | 3957 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 7186 |
|
|
2016
Q2 | – | Sell |
-2,674
| Closed | -$27K | – | 7119 |
|
|
2016
Q1 | $26K | Buy |
+2,674
| New | +$25.7K | ﹤0.01% | 2559 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6658 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 6635 |
|
|
2015
Q2 | – | Sell |
-565
| Closed | -$5.65K | – | 6317 |
|
|
2015
Q1 | $5K | Buy |
+565
| New | +$5.46K | ﹤0.01% | 3546 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 5306 |
|
Other funds holding UMH
VPM
VCM
PMG