Sonora Investment Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $46K | Hold |
2,000
| – | – | 0.01% | 434 |
|
|
2021
Q2 | $44K | Hold |
2,000
| – | – | 0.01% | 421 |
|
|
2021
Q1 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 695 |
|
|
2020
Q4 | $30K | Hold |
2,000
| – | – | ﹤0.01% | 751 |
|
|
2020
Q3 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 760 |
|
|
2020
Q2 | $26K | Buy |
2,000
+1,000
| +100% | +$13K | ﹤0.01% | 673 |
|
|
2020
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 996 |
|
|
2019
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 971 |
|
|
2019
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 915 |
|
|
2018
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 783 |
|
|
2018
Q3 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 715 |
|