Bartlett & Co Wealth Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.9K | Hold |
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|
2025
Q2 | $33.3K | Hold |
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|
2025
Q1 | $33.8K | Hold |
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|
2024
Q4 | $32.3K | Hold |
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|
2024
Q3 | $35.5K | Hold |
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|
2024
Q2 | $31.7K | Hold |
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|
2024
Q1 | $33.8K | Sell |
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|
2023
Q4 | $62.7K | Hold |
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|
2023
Q3 | $55K | Hold |
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|
2023
Q2 | $60.6K | Hold |
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|
2023
Q1 | $65.4K | Sell |
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|
2022
Q4 | $84.2K | Hold |
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|
2022
Q3 | $78.4K | Hold |
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|
2022
Q2 | $93.2K | Sell |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $93.8K | Sell |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $108K | Hold |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $96.1K | Hold |
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|
2019
Q4 | $115K | Hold |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $83.8K | Hold |
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|
2019
Q1 | $77.5K | Hold |
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|
2018
Q4 | $66.6K | Hold |
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|
2018
Q3 | $66.5K | Hold |
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|
2018
Q2 | $64.1K | Hold |
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|
2018
Q1 | $59.9K | Buy |
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