Atria Wealth Solutions’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,238
| Closed | -$301K | – | 2043 |
|
|
2023
Q4 | $301K | Sell |
2,238
-62
| -3% | -$8.34K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $274K | Buy |
2,300
+148
| +7% | +$17.7K | ﹤0.01% | 1461 |
|
|
2023
Q2 | $283K | Sell |
2,152
-207
| -9% | -$27.2K | ﹤0.01% | 1478 |
|
|
2023
Q1 | $334K | Sell |
2,359
-8
| -0.3% | -$1.13K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $340K | Sell |
2,367
-19
| -0.8% | -$2.73K | 0.01% | 1278 |
|
|
2022
Q3 | $325K | Buy |
2,386
+960
| +67% | +$131K | 0.01% | 1244 |
|
|
2022
Q2 | $229K | Buy |
1,426
+151
| +12% | +$24.2K | ﹤0.01% | 1343 |
|
|
2022
Q1 | $225K | Buy |
+1,275
| New | +$225K | ﹤0.01% | 1505 |
|