AWAU
Alliance Wealth Advisors (Utah)’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,954
| Closed | -$261K | – | 245 |
|
|
2023
Q4 | $261K | Sell |
1,954
-51
| -3% | -$6.82K | 0.09% | 213 |
|
|
2023
Q3 | $237K | Buy |
2,005
+137
| +7% | +$16.2K | 0.09% | 204 |
|
|
2023
Q2 | $244K | Sell |
1,868
-57
| -3% | -$7.44K | 0.09% | 203 |
|
|
2023
Q1 | $271K | Buy |
1,925
+35
| +2% | +$4.93K | 0.11% | 188 |
|
|
2022
Q4 | $270K | Buy |
+1,890
| New | +$270K | 0.12% | 171 |
|