Stone House Investment 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 | $30.5K | Hold |
1,816
| – | – | 0.01% | 186 |
|
|
2025
Q1 | $34K | Buy |
+1,816
| New | +$34K | 0.01% | 176 |
|
|
2024
Q4 | – | Sell |
-1,816
| Closed | -$35.7K | – | 334 |
|
|
2024
Q3 | $35.7K | Buy |
1,816
+234
| +15% | +$4.6K | 0.01% | 141 |
|
|
2024
Q2 | $25.3K | Hold |
1,582
| – | – | 0.01% | 169 |
|
|
2024
Q1 | $25.7K | Buy |
+1,582
| New | +$25.7K | 0.01% | 177 |
|