Simplex Trading’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 | $19K | Buy |
1,170
+944
| +418% | +$15.3K | ﹤0.01% | 1699 |
|
|
2025
Q1 | $4K | Buy |
226
+220
| +3,667% | +$3.89K | ﹤0.01% | 2011 |
|
|
2024
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4082 |
|
|
2024
Q3 | – | Sell |
-684
| Closed | -$10K | – | 4025 |
|
|
2024
Q2 | $10K | Sell |
684
-2,492
| -78% | -$36.4K | ﹤0.01% | 1828 |
|
|
2024
Q1 | $51K | Sell |
3,176
-6,986
| -69% | -$112K | ﹤0.01% | 1396 |
|
|
2023
Q4 | $155K | Buy |
+10,162
| New | +$155K | ﹤0.01% | 1045 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4060 |
|
|
2023
Q2 | – | Sell |
-1,297
| Closed | -$19K | – | 4089 |
|
|
2023
Q1 | $19K | Buy |
1,297
+862
| +198% | +$12.6K | ﹤0.01% | 1560 |
|
|
2022
Q4 | $7K | Sell |
435
-4,279
| -91% | -$68.9K | ﹤0.01% | 1933 |
|
|
2022
Q3 | $76K | Buy |
+4,714
| New | +$76K | ﹤0.01% | 1252 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4259 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4304 |
|
|
2021
Q4 | – | Sell |
-2,970
| Closed | -$65K | – | 4308 |
|
|
2021
Q3 | $65K | Hold |
2,970
| – | – | ﹤0.01% | 1870 |
|
|
2021
Q2 | $64K | Buy |
2,970
+90
| +3% | +$1.94K | ﹤0.01% | 1914 |
|
|
2021
Q1 | $55K | Buy |
2,880
+2,537
| +740% | +$48.5K | ﹤0.01% | 1668 |
|
|
2020
Q4 | $5K | Buy |
+343
| New | +$5K | ﹤0.01% | 2052 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3253 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3143 |
|
|
2020
Q1 | – | Sell |
-4,476
| Closed | -$70K | – | 3115 |
|
|
2019
Q4 | $70K | Buy |
+4,476
| New | +$70K | ﹤0.01% | 1130 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2977 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2934 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2937 |
|
|
2018
Q4 | – | Sell |
-729
| Closed | -$11K | – | 2944 |
|
|
2018
Q3 | $11K | Sell |
729
-789
| -52% | -$11.9K | ﹤0.01% | 1656 |
|
|
2018
Q2 | $23K | Buy |
1,518
+1,350
| +804% | +$20.5K | ﹤0.01% | 1495 |
|
|
2018
Q1 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 1802 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | – | – | 2835 |
|
|
2017
Q3 | $0 | Sell |
40
-43
| -52% | – | ﹤0.01% | 2786 |
|
|
2017
Q2 | $1K | Buy |
+83
| New | +$1K | ﹤0.01% | 1765 |
|
|
2017
Q1 | – | Sell |
-551
| Closed | -$8K | – | 2781 |
|
|
2016
Q4 | $8K | Buy |
+551
| New | +$8K | ﹤0.01% | 1379 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2714 |
|
|
2016
Q2 | – | Sell |
-2,674
| Closed | -$26K | – | 2711 |
|
|
2016
Q1 | $26K | Buy |
+2,674
| New | +$26K | ﹤0.01% | 1037 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2654 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 2660 |
|
|
2015
Q2 | – | Sell |
-565
| Closed | -$5K | – | 2597 |
|
|
2015
Q1 | $5K | Buy |
+565
| New | +$5K | ﹤0.01% | 1419 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 2036 |
|