AWM
Avior 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 |
-4
| Closed | -$491 | – | 2139 |
|
|
2024
Q4 | $491 | Sell |
4
-4,324
| -100% | -$531K | ﹤0.01% | 2286 |
|
|
2024
Q3 | $585K | Buy |
4,328
+125
| +3% | +$16.9K | 0.02% | 413 |
|
|
2024
Q2 | $506K | Buy |
4,203
+1,152
| +38% | +$139K | 0.02% | 430 |
|
|
2024
Q1 | $392K | Sell |
3,051
-1,072
| -26% | -$138K | 0.02% | 515 |
|
|
2023
Q4 | $551K | Buy |
4,123
+396
| +11% | +$52.9K | 0.03% | 321 |
|
|
2023
Q3 | $441K | Buy |
3,727
+96
| +3% | +$11.4K | 0.03% | 358 |
|
|
2023
Q2 | $474K | Sell |
3,631
-358
| -9% | -$46.7K | 0.03% | 353 |
|
|
2023
Q1 | $562K | Hold |
3,989
| – | – | 0.04% | 317 |
|
|
2022
Q4 | $570K | Buy |
3,989
+942
| +31% | +$135K | 0.04% | 272 |
|
|
2022
Q3 | $412K | Buy |
+3,047
| New | +$412K | 0.03% | 316 |
|
|
2019
Q4 | – | Sell |
-2,570
| Closed | -$381K | – | 865 |
|
|
2019
Q3 | $381K | Sell |
2,570
-270
| -10% | -$40K | 0.07% | 255 |
|
|
2019
Q2 | $364K | Hold |
2,840
| – | – | 0.07% | 259 |
|
|
2019
Q1 | $336K | Sell |
2,840
-1,115
| -28% | -$132K | 0.07% | 256 |
|
|
2018
Q4 | $402K | Sell |
3,955
-320
| -7% | -$32.5K | 0.1% | 203 |
|
|
2018
Q3 | $434K | Buy |
4,275
+129
| +3% | +$13.1K | 0.09% | 207 |
|
|
2018
Q2 | $406K | Buy |
4,146
+257
| +7% | +$25.2K | 0.09% | 204 |
|
|
2018
Q1 | $355K | Buy |
3,889
+919
| +31% | +$83.9K | 0.08% | 212 |
|
|
2017
Q4 | $276K | Buy |
+2,970
| New | +$276K | 0.06% | 259 |
|