Steward Partners Investment Advisory’s UMH Properties UMH Stock Holding History

Steward Partners Investment Advisory’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.06K	Hold
2025 Q1	$2.3K	Hold
2024 Q4	$2.32K	Buy
2018 Q3	–	Sell
2018 Q2	$4K	Buy
2018 Q1	$3K	Buy