Bogart Wealth LLC’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$515 1534
2025
Q1
$515 Buy
+4
New +$515 ﹤0.01% 1261
2023
Q2
Sell
-30
Closed -$4.23K 1126
2023
Q1
$4.23K Buy
+30
New +$4.23K ﹤0.01% 749