Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Hold |
261
| – | – | ﹤0.01% | 726 |
|
|
2025
Q1 | $33.8K | Hold |
261
| – | – | ﹤0.01% | 728 |
|
|
2024
Q4 | $32.3K | Hold |
261
| – | – | ﹤0.01% | 728 |
|
|
2024
Q3 | $35.5K | Hold |
261
| – | – | ﹤0.01% | 719 |
|
|
2024
Q2 | $31.7K | Hold |
261
| – | – | ﹤0.01% | 745 |
|
|
2024
Q1 | $33.8K | Sell |
261
-200
| -43% | -$25.9K | ﹤0.01% | 727 |
|
|
2023
Q4 | $62.7K | Hold |
461
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $55K | Hold |
461
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $60.6K | Hold |
461
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $65.4K | Sell |
461
-124
| -21% | -$17.6K | ﹤0.01% | 527 |
|
|
2022
Q4 | $84.2K | Hold |
585
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $78.4K | Hold |
585
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $93.2K | Sell |
585
-17
| -3% | -$2.71K | ﹤0.01% | 470 |
|
|
2022
Q1 | $106K | Buy |
+602
| New | +$106K | ﹤0.01% | 481 |
|
|
2021
Q4 | – | Sell |
-602
| Closed | -$112K | – | 830 |
|
|
2021
Q3 | $112K | Hold |
602
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $104K | Sell |
602
-20
| -3% | -$3.45K | ﹤0.01% | 406 |
|
|
2021
Q1 | $93.8K | Sell |
622
-115
| -16% | -$17.4K | ﹤0.01% | 429 |
|
|
2020
Q4 | $113K | Sell |
737
-28
| -4% | -$4.28K | ﹤0.01% | 395 |
|
|
2020
Q3 | $108K | Hold |
765
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $104K | Hold |
765
| – | – | ﹤0.01% | 374 |
|
|
2020
Q1 | $96.1K | Hold |
765
| – | – | ﹤0.01% | 372 |
|
|
2019
Q4 | $115K | Hold |
765
| – | – | ﹤0.01% | 394 |
|
|
2019
Q3 | $114K | Buy |
765
+115
| +18% | +$17.2K | ﹤0.01% | 386 |
|
|
2019
Q2 | $83.8K | Hold |
650
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $77.5K | Hold |
650
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $66.6K | Hold |
650
| – | – | ﹤0.01% | 360 |
|
|
2018
Q3 | $66.5K | Hold |
650
| – | – | ﹤0.01% | 396 |
|
|
2018
Q2 | $64.1K | Hold |
650
| – | – | ﹤0.01% | 397 |
|
|
2018
Q1 | $59.9K | Buy |
+650
| New | +$59.9K | ﹤0.01% | 407 |
|