Avestar Capital’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,680
| Closed | -$216K | – | 455 |
|
|
2024
Q1 | $216K | Buy |
+1,680
| New | +$216K | 0.02% | 375 |
|
|
2023
Q4 | – | Sell |
-1,938
| Closed | -$229K | – | 385 |
|
|
2023
Q3 | $229K | Sell |
1,938
-170
| -8% | -$20.1K | 0.03% | 281 |
|
|
2023
Q2 | $275K | Sell |
2,108
-666
| -24% | -$86.9K | 0.04% | 223 |
|
|
2023
Q1 | $393K | Buy |
2,774
+129
| +5% | +$18.3K | 0.07% | 163 |
|
|
2022
Q4 | $378K | Sell |
2,645
-189
| -7% | -$27K | 0.07% | 156 |
|
|
2022
Q3 | $384K | Buy |
2,834
+103
| +4% | +$14K | 0.1% | 139 |
|
|
2022
Q2 | $435K | Buy |
2,731
+328
| +14% | +$52.2K | 0.11% | 118 |
|
|
2022
Q1 | $423K | Buy |
2,403
+171
| +8% | +$30.1K | 0.07% | 219 |
|
|
2021
Q4 | $471K | Buy |
2,232
+222
| +11% | +$46.8K | 0.06% | 199 |
|
|
2021
Q3 | $372K | Sell |
2,010
-194
| -9% | -$35.9K | 0.05% | 233 |
|
|
2021
Q2 | $380K | Buy |
+2,204
| New | +$380K | 0.05% | 227 |
|
|
2020
Q2 | – | Sell |
-2,511
| Closed | -$315K | – | 197 |
|
|
2020
Q1 | $315K | Buy |
+2,511
| New | +$315K | 0.17% | 117 |
|