Spire Wealth Management’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 | $59.1K | Sell |
3,520
-220
| -6% | -$3.69K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $69.9K | Hold |
3,740
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q4 | $70.6K | Hold |
3,740
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q3 | $73.6K | Hold |
3,740
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q2 | $59.8K | Sell |
3,740
-210
| -5% | -$3.36K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $64.1K | Hold |
3,950
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q4 | $61.8K | Buy |
3,950
+630
| +19% | +$9.85K | ﹤0.01% | 1130 |
|
|
2023
Q3 | $46.5K | Buy |
3,320
+2,125
| +178% | +$29.8K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $19.1K | Hold |
1,195
| – | – | ﹤0.01% | 1605 |
|
|
2023
Q1 | $17.7K | Buy |
+1,195
| New | +$17.7K | ﹤0.01% | 1671 |
|