Walthausen & Co’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.23M | Sell |
75,970
-29,049
| -28% | -$469K | 1.02% | 54 |
|
|
2022
Q2 | $1.86M | Sell |
105,019
-19,300
| -16% | -$341K | 0.83% | 38 |
|
|
2022
Q1 | $3.06M | Sell |
124,319
-4,100
| -3% | -$101K | 0.86% | 22 |
|
|
2021
Q4 | $3.51M | Sell |
128,419
-43,490
| -25% | -$1.19M | 0.92% | 15 |
|
|
2021
Q3 | $3.94M | Sell |
171,909
-56,641
| -25% | -$1.3M | 1% | 10 |
|
|
2021
Q2 | $4.99M | Sell |
228,550
-107,740
| -32% | -$2.35M | 1.1% | 13 |
|
|
2021
Q1 | $6.45M | Buy |
336,290
+14,400
| +4% | +$276K | 1.36% | 10 |
|
|
2020
Q4 | $4.77M | Sell |
321,890
-86,840
| -21% | -$1.29M | 1.3% | 10 |
|
|
2020
Q3 | $5.53M | Sell |
408,730
-90,380
| -18% | -$1.22M | 1.15% | 32 |
|
|
2020
Q2 | $6.45M | Sell |
499,110
-64,580
| -11% | -$835K | 1.31% | 18 |
|
|
2020
Q1 | $6.12M | Buy |
563,690
+127,660
| +29% | +$1.39M | 1.31% | 16 |
|
|
2019
Q4 | $6.86M | Buy |
436,030
+414,760
| +1,950% | +$6.52M | 0.9% | 55 |
|
|
2019
Q3 | $299K | Buy |
+21,270
| New | +$299K | 0.04% | 137 |
|