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