Summit Global Investments’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 | $282K | Sell |
16,802
-453
| -3% | -$7.6K | 0.02% | 400 |
|
|
2025
Q1 | $323K | Buy |
17,255
+3,578
| +26% | +$67K | 0.02% | 360 |
|
|
2024
Q4 | $258K | Buy |
+13,677
| New | +$258K | 0.02% | 465 |
|
|
2023
Q2 | – | Sell |
-29,900
| Closed | -$442K | – | 625 |
|
|
2023
Q1 | $442K | Hold |
29,900
| – | – | 0.03% | 367 |
|
|
2022
Q4 | $481K | Hold |
29,900
| – | – | 0.04% | 318 |
|
|
2022
Q3 | $483K | Buy |
29,900
+14,000
| +88% | +$226K | 0.04% | 318 |
|
|
2022
Q2 | $281K | Buy |
+15,900
| New | +$281K | 0.02% | 410 |
|