Stockman 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 | $168K | Sell |
10,000
-750
| -7% | -$12.6K | 0.02% | 170 |
|
|
2025
Q1 | $201K | Hold |
10,750
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $203K | Hold |
10,750
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $211K | Hold |
10,750
| – | – | 0.03% | 175 |
|
|
2024
Q2 | $172K | Hold |
10,750
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $175K | Hold |
10,750
| – | – | 0.03% | 174 |
|
|
2023
Q4 | $165K | Hold |
10,750
| – | – | 0.03% | 170 |
|
|
2023
Q3 | $151K | Sell |
10,750
-5,000
| -32% | -$70.1K | 0.03% | 180 |
|
|
2023
Q2 | $252K | Sell |
15,750
-1,000
| -6% | -$16K | 0.05% | 164 |
|
|
2023
Q1 | $248K | Buy |
+16,750
| New | +$248K | 0.06% | 178 |
|