BWA
BDO Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $113K | Hold |
866
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $122K | Sell |
866
-70
| -7% | -$9.86K | 0.02% | 303 |
|
|
2022
Q4 | $134K | Hold |
936
| – | – | 0.02% | 299 |
|
|
2022
Q3 | $127K | Hold |
936
| – | – | 0.02% | 303 |
|
|
2022
Q2 | $149K | Hold |
936
| – | – | 0.02% | 287 |
|
|
2022
Q1 | $164K | Hold |
936
| – | – | 0.02% | 289 |
|
|
2021
Q4 | $197K | Hold |
936
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $173K | Hold |
936
| – | – | 0.02% | 304 |
|
|
2021
Q2 | $160K | Sell |
936
-70
| -7% | -$12K | 0.02% | 321 |
|
|
2021
Q1 | $151K | Buy |
+1,006
| New | +$151K | 0.02% | 319 |
|