Berman Capital Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $39K | Buy |
214
+71
| +50% | +$12.9K | 0.01% | 775 |
|
|
2021
Q2 | $24K | Buy |
143
+1
| +0.7% | +$168 | ﹤0.01% | 844 |
|
|
2021
Q1 | $21K | Buy |
142
+36
| +34% | +$5.32K | ﹤0.01% | 781 |
|
|
2020
Q4 | $16K | Buy |
106
+6
| +6% | +$906 | ﹤0.01% | 748 |
|
|
2020
Q3 | $14K | Buy |
100
+12
| +14% | +$1.68K | ﹤0.01% | 697 |
|
|
2020
Q2 | $12K | Buy |
88
+42
| +91% | +$5.73K | ﹤0.01% | 699 |
|
|
2020
Q1 | $5K | Sell |
46
-1
| -2% | -$109 | ﹤0.01% | 904 |
|
|
2019
Q4 | $6K | Buy |
47
+1
| +2% | +$128 | ﹤0.01% | 935 |
|
|
2019
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 907 |
|
|
2019
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 976 |
|
|
2019
Q1 | $5K | Buy |
46
+31
| +207% | +$3.37K | ﹤0.01% | 877 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1063 |
|