AE Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,559
| Closed | -$442K | – | 1882 |
|
|
2023
Q4 | $442K | Buy |
3,559
+388
| +12% | +$48.1K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $375K | Buy |
3,171
+259
| +9% | +$30.7K | ﹤0.01% | 1511 |
|
|
2023
Q2 | $380K | Sell |
2,912
-78
| -3% | -$10.2K | ﹤0.01% | 1510 |
|
|
2023
Q1 | $421K | Sell |
2,990
-37
| -1% | -$5.21K | ﹤0.01% | 1419 |
|
|
2022
Q4 | $433K | Sell |
3,027
-2,298
| -43% | -$329K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $721K | Sell |
5,325
-485
| -8% | -$65.7K | 0.01% | 1072 |
|
|
2022
Q2 | $926K | Buy |
5,810
+41
| +0.7% | +$6.54K | 0.01% | 909 |
|
|
2022
Q1 | $1.01M | Buy |
5,769
+596
| +12% | +$104K | 0.01% | 911 |
|
|
2021
Q4 | $1.09M | Buy |
5,173
+260
| +5% | +$54.6K | 0.01% | 903 |
|
|
2021
Q3 | $909K | Buy |
4,913
+597
| +14% | +$110K | 0.01% | 898 |
|
|
2021
Q2 | $740K | Buy |
4,316
+331
| +8% | +$56.8K | 0.01% | 952 |
|
|
2021
Q1 | $598K | Sell |
3,985
-259
| -6% | -$38.9K | 0.01% | 944 |
|
|
2020
Q4 | $645K | Buy |
4,244
+114
| +3% | +$17.3K | 0.01% | 870 |
|
|
2020
Q3 | $581K | Buy |
4,130
+705
| +21% | +$99.2K | 0.01% | 833 |
|
|
2020
Q2 | $465K | Buy |
3,425
+205
| +6% | +$27.8K | 0.01% | 904 |
|
|
2020
Q1 | $402K | Sell |
3,220
-29
| -0.9% | -$3.62K | 0.01% | 752 |
|
|
2019
Q4 | $488K | Sell |
3,249
-342
| -10% | -$51.4K | 0.01% | 744 |
|
|
2019
Q3 | $533K | Buy |
3,591
+1,005
| +39% | +$149K | 0.02% | 597 |
|
|
2019
Q2 | $332K | Buy |
2,586
+798
| +45% | +$102K | 0.01% | 716 |
|
|
2019
Q1 | $212K | Buy |
+1,788
| New | +$212K | 0.01% | 579 |
|