UBS O'Connor’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-84,076
| Closed | -$1.65M | – | 510 |
|
|
2024
Q3 | $1.65M | Sell |
84,076
-47,724
| -36% | -$939K | 0.04% | 198 |
|
|
2024
Q2 | $2.11M | Buy |
+131,800
| New | +$2.11M | 0.06% | 183 |
|
|
2022
Q4 | – | Sell |
-226,207
| Closed | -$3.65M | – | 309 |
|
|
2022
Q3 | $3.65M | Buy |
226,207
+103,787
| +85% | +$1.68M | 0.04% | 400 |
|
|
2022
Q2 | $2.16M | Buy |
+122,420
| New | +$2.16M | 0.02% | 623 |
|
|
2022
Q1 | – | Sell |
-138,172
| Closed | -$3.78M | – | 214 |
|
|
2021
Q4 | $3.78M | Buy |
+138,172
| New | +$3.78M | 0.04% | 367 |
|