BTWM
Baker Tilly Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,637
| Closed | -$352K | – | 467 |
|
|
2023
Q4 | $352K | Sell |
2,637
-88
| -3% | -$11.8K | 0.06% | 364 |
|
|
2023
Q3 | $322K | Buy |
2,725
+159
| +6% | +$18.8K | 0.05% | 352 |
|
|
2023
Q2 | $335K | Buy |
2,566
+67
| +3% | +$8.74K | 0.04% | 437 |
|
|
2023
Q1 | $352K | Buy |
2,499
+117
| +5% | +$16.5K | 0.04% | 417 |
|
|
2022
Q4 | $341K | Sell |
2,382
-1,509
| -39% | -$216K | 0.04% | 409 |
|
|
2022
Q3 | $527K | Sell |
3,891
-18
| -0.5% | -$2.44K | 0.07% | 281 |
|
|
2022
Q2 | $623K | Sell |
3,909
-93
| -2% | -$14.8K | 0.08% | 253 |
|
|
2022
Q1 | $702K | Sell |
4,002
-368
| -8% | -$64.6K | 0.08% | 259 |
|
|
2021
Q4 | $918K | Buy |
4,370
+624
| +17% | +$131K | 0.1% | 220 |
|
|
2021
Q3 | $693K | Buy |
3,746
+298
| +9% | +$55.1K | 0.09% | 246 |
|
|
2021
Q2 | $591K | Buy |
3,448
+453
| +15% | +$77.6K | 0.1% | 238 |
|
|
2021
Q1 | $449K | Buy |
2,995
+1,494
| +100% | +$224K | 0.09% | 263 |
|
|
2020
Q4 | $228K | Buy |
+1,501
| New | +$228K | 0.07% | 294 |
|