Apollon Wealth Management’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,500
| Closed | -$203K | – | 1264 |
|
2024
Q3 | $203K | Sell |
1,500
-184
| -11% | -$24.9K | 0.01% | 1061 |
|
2024
Q2 | $203K | Sell |
1,684
-572
| -25% | -$68.8K | 0.01% | 1022 |
|
2024
Q1 | $290K | Sell |
2,256
-680
| -23% | -$87.4K | 0.01% | 876 |
|
2023
Q4 | $392K | Buy |
2,936
+147
| +5% | +$19.6K | 0.01% | 738 |
|
2023
Q3 | $330K | Buy |
2,789
+214
| +8% | +$25.3K | 0.02% | 672 |
|
2023
Q2 | $336K | Sell |
2,575
-80
| -3% | -$10.4K | 0.02% | 714 |
|
2023
Q1 | $374K | Sell |
2,655
-12
| -0.4% | -$1.69K | 0.02% | 613 |
|
2022
Q4 | $381K | Buy |
2,667
+38
| +1% | +$5.43K | 0.03% | 591 |
|
2022
Q3 | $356K | Buy |
2,629
+157
| +6% | +$21.3K | 0.03% | 545 |
|
2022
Q2 | $394K | Buy |
2,472
+51
| +2% | +$8.13K | 0.03% | 488 |
|
2022
Q1 | $424K | Sell |
2,421
-98
| -4% | -$17.2K | 0.03% | 504 |
|
2021
Q4 | $529K | Buy |
2,519
+86
| +4% | +$18.1K | 0.04% | 452 |
|
2021
Q3 | $450K | Buy |
+2,433
| New | +$450K | 0.06% | 291 |
|