Blue Chip Partners’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,192
| Closed | -$161K | – | 200 |
|
|
2024
Q3 | $161K | Buy |
1,192
+7
| +0.6% | +$920 | 0.01% | 160 |
|
|
2024
Q2 | $143K | Sell |
1,185
-34
| -3% | -$4.04K | 0.01% | 160 |
|
|
2024
Q1 | $157K | Buy |
1,219
+7
| +0.6% | +$909 | 0.02% | 149 |
|
|
2023
Q4 | $162K | Sell |
1,212
-33
| -3% | -$3.98K | 0.02% | 155 |
|
|
2023
Q3 | $147K | Sell |
1,245
-46
| -4% | -$5.84K | 0.02% | 154 |
|
|
2023
Q2 | $168K | Sell |
1,291
-680
| -35% | -$91K | 0.02% | 156 |
|
|
2023
Q1 | $278K | Buy |
1,971
+6
| +0.3% | +$877 | 0.03% | 119 |
|
|
2022
Q4 | $281K | Buy |
1,965
+7
| +0.4% | +$956 | 0.04% | 119 |
|
|
2022
Q3 | $265K | Buy |
1,958
+5
| +0.3% | +$791 | 0.04% | 110 |
|
|
2022
Q2 | $311K | Sell |
1,953
-346
| -15% | -$58.1K | 0.04% | 106 |
|
|
2022
Q1 | $403K | Buy |
2,299
+6
| +0.3% | +$1.11K | 0.05% | 101 |
|
|
2021
Q4 | $482K | Buy |
2,293
+5
| +0.2% | +$985 | 0.06% | 97 |
|
|
2021
Q3 | $424K | Buy |
2,288
+6
| +0.3% | +$1.16K | 0.06% | 94 |
|
|
2021
Q2 | $391K | Buy |
2,282
+6
| +0.3% | +$995 | 0.06% | 93 |
|
|
2021
Q1 | $341K | Buy |
2,276
+7
| +0.3% | +$1.03K | 0.05% | 96 |
|
|
2020
Q4 | $345K | Buy |
2,269
+12
| +0.5% | +$1.74K | 0.05% | 94 |
|
|
2020
Q3 | $317K | Buy |
2,257
+13
| +0.6% | +$1.86K | 0.06% | 86 |
|
|
2020
Q2 | $304K | Sell |
2,244
-388
| -15% | -$51.5K | 0.06% | 82 |
|
|
2020
Q1 | $329K | Buy |
2,632
+13
| +0.5% | +$1.96K | 0.08% | 80 |
|
|
2019
Q4 | $393K | Buy |
2,619
+12
| +0.5% | +$1.87K | 0.07% | 103 |
|
|
2019
Q3 | $387K | Buy |
2,607
+15
| +0.6% | +$2.12K | 0.08% | 94 |
|
|
2019
Q2 | $332K | Buy |
2,592
+10
| +0.4% | +$1.24K | 0.07% | 97 |
|
|
2019
Q1 | $306K | Buy |
2,582
+11
| +0.4% | +$1.22K | 0.07% | 102 |
|
|
2018
Q4 | $262K | Buy |
2,571
+6
| +0.2% | +$611 | 0.07% | 117 |
|
|
2018
Q3 | $260K | Sell |
2,565
-995
| -28% | -$99.4K | 0.06% | 104 |
|
|
2018
Q2 | $348K | Sell |
3,560
-743
| -17% | -$69.9K | 0.09% | 96 |
|
|
2018
Q1 | $393K | Buy |
+4,303
| New | +$380K | 0.11% | 97 |
|
Other funds holding SUI
