Spire Wealth Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74K | Buy |
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|
2025
Q2 | $59.1K | Sell |
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|
2025
Q1 | $69.9K | Hold |
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|
2024
Q4 | $70.6K | Hold |
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|
2024
Q3 | $73.6K | Hold |
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|
2024
Q2 | $59.8K | Sell |
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|
2024
Q1 | $64.1K | Hold |
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|
2023
Q4 | $61.8K | Buy |
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|
2023
Q3 | $46.5K | Buy |
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|
2023
Q2 | $19.1K | Hold |
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|
2023
Q1 | $17.7K | Buy |
|