American Investment Services’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,321
| Closed | -$211K | – | 124 |
|
|
2022
Q2 | $211K | Hold |
1,321
| – | – | 0.05% | 115 |
|
|
2022
Q1 | $232K | Hold |
1,321
| – | – | 0.05% | 109 |
|
|
2021
Q4 | $277K | Hold |
1,321
| – | – | 0.06% | 106 |
|
|
2021
Q3 | $245K | Hold |
1,321
| – | – | 0.06% | 111 |
|
|
2021
Q2 | $226K | Sell |
1,321
-245
| -16% | -$41.9K | 0.05% | 112 |
|
|
2021
Q1 | $235K | Sell |
1,566
-274
| -15% | -$41.1K | 0.06% | 107 |
|
|
2020
Q4 | $280K | Hold |
1,840
| – | – | 0.09% | 118 |
|
|
2020
Q3 | $259K | Hold |
1,840
| – | – | 0.09% | 126 |
|
|
2020
Q2 | $250K | Buy |
+1,840
| New | +$250K | 0.09% | 122 |
|