Amica Retiree Medical Trust’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$229K Hold
1,938
0.27% 87
2023
Q2
$253K Sell
1,938
-124
-6% -$16.2K 0.28% 87
2023
Q1
$291K Hold
2,062
0.31% 88
2022
Q4
$295K Sell
2,062
-287
-12% -$41.1K 0.38% 81
2022
Q3
$318K Sell
2,349
-415
-15% -$56.2K 0.4% 84
2022
Q2
$440K Hold
2,764
0.5% 72
2022
Q1
$485K Buy
2,764
+95
+4% +$16.7K 0.45% 74
2021
Q4
$560K Hold
2,669
0.48% 72
2021
Q3
$494K Sell
2,669
-1,180
-31% -$218K 0.45% 76
2021
Q2
$660K Hold
3,849
0.42% 81
2021
Q1
$578K Sell
3,849
-1,346
-26% -$202K 0.39% 91
2020
Q4
$789K Sell
5,195
-360
-6% -$54.7K 0.55% 55
2020
Q3
$781K Buy
5,555
+2,188
+65% +$308K 0.61% 45
2020
Q2
$457K Buy
3,367
+1,663
+98% +$226K 0.36% 87
2020
Q1
$213K Hold
1,704
0.19% 152
2019
Q4
$256K Hold
1,704
0.2% 157
2019
Q3
$253K Sell
1,704
-1,592
-48% -$236K 0.2% 156
2019
Q2
$423K Hold
3,296
0.35% 84
2019
Q1
$391K Hold
3,296
0.34% 83
2018
Q4
$335K Sell
3,296
-1,725
-34% -$175K 0.32% 93
2018
Q3
$510K Hold
5,021
0.42% 68
2018
Q2
$491K Hold
5,021
0.43% 66
2018
Q1
$459K Hold
5,021
0.4% 71
2017
Q4
$466K Hold
5,021
0.35% 81
2017
Q3
$430K Sell
5,021
-1,374
-21% -$118K 0.34% 83
2017
Q2
$561K Hold
6,395
0.46% 56
2017
Q1
$514K Buy
6,395
+1,374
+27% +$110K 0.42% 62
2016
Q4
$385K Buy
5,021
+4,271
+569% +$327K 0.31% 86
2016
Q3
$59K Hold
750
0.05% 325
2016
Q2
$57K Hold
750
0.05% 325
2016
Q1
$54K Hold
750
0.05% 329
2015
Q4
$51K Buy
+750
New +$51K 0.04% 328
2015
Q3
Sell
-525
Closed -$32K 403
2015
Q2
$32K Buy
+525
New +$32K 0.03% 352
2014
Q3
Sell
-343
Closed -$17K 388
2014
Q2
$17K Hold
343
0.01% 369
2014
Q1
$15K Hold
343
0.01% 362
2013
Q4
$15K Buy
+343
New +$15K 0.01% 366