APWM
Argonautica Private Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,901
| Closed | -$357K | – | 206 |
|
|
2024
Q4 | $357K | Buy |
2,901
+126
| +5% | +$15.5K | 0.12% | 145 |
|
|
2024
Q3 | $375K | Buy |
2,775
+11
| +0.4% | +$1.49K | 0.12% | 139 |
|
|
2024
Q2 | $333K | Buy |
2,764
+243
| +10% | +$29.2K | 0.11% | 146 |
|
|
2024
Q1 | $324K | Sell |
2,521
-217
| -8% | -$27.9K | 0.12% | 150 |
|
|
2023
Q4 | $366K | Buy |
2,738
+4
| +0.1% | +$535 | 0.15% | 135 |
|
|
2023
Q3 | $324K | Buy |
2,734
+63
| +2% | +$7.46K | 0.15% | 132 |
|
|
2023
Q2 | $348K | Buy |
2,671
+67
| +3% | +$8.74K | 0.16% | 119 |
|
|
2023
Q1 | $367K | Sell |
2,604
-296
| -10% | -$41.7K | 0.18% | 101 |
|
|
2022
Q4 | $415K | Buy |
+2,900
| New | +$415K | 0.21% | 90 |
|