BA
BKS Advisors’s Sun Communities SUI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $1.48M | Hold |
12,500
| – | – | 0.6% | 48 |
|
2018
Q4 | $1.27M | Hold |
12,500
| – | – | 0.58% | 49 |
|
2018
Q3 | $1.27M | Hold |
12,500
| – | – | 0.47% | 59 |
|
2018
Q2 | $1.22M | Hold |
12,500
| – | – | 0.43% | 63 |
|
2018
Q1 | $1.14M | Hold |
12,500
| – | – | 0.42% | 66 |
|
2017
Q4 | $1.16M | Hold |
12,500
| – | – | 0.42% | 67 |
|
2017
Q3 | $1.07M | Hold |
12,500
| – | – | 0.42% | 67 |
|
2017
Q2 | $1.1M | Sell |
12,500
-500
| -4% | -$43.8K | 0.45% | 67 |
|
2017
Q1 | $1.04M | Hold |
13,000
| – | – | 0.46% | 63 |
|
2016
Q4 | $996K | Sell |
13,000
-3,280
| -20% | -$251K | 0.47% | 66 |
|
2016
Q3 | $1.28M | Hold |
16,280
| – | – | 0.59% | 54 |
|
2016
Q2 | $1.25M | Sell |
16,280
-40
| -0.2% | -$3.07K | 0.64% | 53 |
|
2016
Q1 | $1.17M | Hold |
16,320
| – | – | 0.61% | 57 |
|
2015
Q4 | $1.12M | Hold |
16,320
| – | – | 0.57% | 54 |
|
2015
Q3 | $1.11M | Hold |
16,320
| – | – | 0.61% | 48 |
|
2015
Q2 | $1.01M | Hold |
16,320
| – | – | 0.48% | 55 |
|
2015
Q1 | $1.09M | Buy |
+16,320
| New | +$1.09M | 0.52% | 52 |
|