Avion Wealth’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1589 |
|
|
2025
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1346 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$2K | – | 1239 |
|
|
2024
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $1K | Sell |
8
-5
| -38% | -$625 | ﹤0.01% | 970 |
|
|
2023
Q3 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 732 |
|
|
2023
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 485 |
|