B. Riley Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-350
| Closed | -$21K | – | 665 |
|
|
2015
Q2 | $21K | Hold |
350
| – | – | 0.02% | 597 |
|
|
2015
Q1 | $23K | Hold |
350
| – | – | 0.02% | 577 |
|
|
2014
Q4 | $21K | Hold |
350
| – | – | 0.02% | 579 |
|
|
2014
Q3 | $17K | Hold |
350
| – | – | 0.01% | 654 |
|
|
2014
Q2 | $17K | Hold |
350
| – | – | 0.01% | 700 |
|
|
2014
Q1 | $16K | Buy |
+350
| New | +$16K | 0.01% | 676 |
|