Steward Partners Investment Advisory’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 | $2.07K | Hold |
123
| – | – | ﹤0.01% | 3723 |
|
|
2025
Q1 | $2.3K | Hold |
123
| – | – | ﹤0.01% | 3613 |
|
|
2024
Q4 | $2.32K | Buy |
+123
| New | +$2.32K | ﹤0.01% | 3600 |
|
|
2018
Q3 | – | Sell |
-281
| Closed | -$4K | – | 2710 |
|
|
2018
Q2 | $4K | Buy |
281
+4
| +1% | +$57 | ﹤0.01% | 2081 |
|
|
2018
Q1 | $3K | Buy |
+277
| New | +$3K | ﹤0.01% | 1949 |
|