Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,486
| Closed | -$23K | – | 1142 |
|
|
2023
Q4 | $23K | Buy |
1,486
+20
| +1% | +$310 | ﹤0.01% | 806 |
|
|
2023
Q3 | $21K | Buy |
1,466
+20
| +1% | +$286 | ﹤0.01% | 837 |
|
|
2023
Q2 | $23K | Buy |
1,446
+18
| +1% | +$286 | ﹤0.01% | 848 |
|
|
2023
Q1 | $21K | Buy |
1,428
+21
| +1% | +$309 | ﹤0.01% | 824 |
|
|
2022
Q4 | $23K | Buy |
1,407
+16
| +1% | +$262 | ﹤0.01% | 723 |
|
|
2022
Q3 | $22K | Buy |
1,391
+16
| +1% | +$253 | ﹤0.01% | 733 |
|
|
2022
Q2 | $24K | Buy |
1,375
+16
| +1% | +$279 | ﹤0.01% | 616 |
|
|
2022
Q1 | $33K | Buy |
1,359
+11
| +0.8% | +$267 | ﹤0.01% | 608 |
|
|
2021
Q4 | $37K | Buy |
1,348
+10
| +0.7% | +$274 | ﹤0.01% | 604 |
|
|
2021
Q3 | $31K | Buy |
1,338
+11
| +0.8% | +$255 | ﹤0.01% | 635 |
|
|
2021
Q2 | $29K | Buy |
1,327
+11
| +0.8% | +$240 | ﹤0.01% | 671 |
|
|
2021
Q1 | $25K | Buy |
1,316
+13
| +1% | +$247 | ﹤0.01% | 593 |
|
|
2020
Q4 | $19K | Buy |
+1,303
| New | +$19K | ﹤0.01% | 600 |
|