CWA
Carolina Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-51
| Closed | -$6.89K | – | 348 |
|
|
2024
Q3 | $6.89K | Hold |
51
| – | – | ﹤0.01% | 197 |
|
|
2024
Q2 | $6.14K | Hold |
51
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $6.56K | Hold |
51
| – | – | ﹤0.01% | 161 |
|
|
2023
Q4 | $6.82K | Hold |
51
| – | – | ﹤0.01% | 174 |
|
|
2023
Q3 | $6.04K | Hold |
51
| – | – | ﹤0.01% | 182 |
|
|
2023
Q2 | $6.65K | Hold |
51
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $7.19K | Hold |
51
| – | – | ﹤0.01% | 159 |
|
|
2022
Q4 | $7K | Hold |
51
| – | – | ﹤0.01% | 160 |
|
|
2022
Q3 | $7K | Hold |
51
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $8K | Hold |
51
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $9K | Hold |
51
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $11K | Hold |
51
| – | – | 0.01% | 183 |
|
|
2021
Q3 | $9K | Hold |
51
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $9K | Hold |
51
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $8K | Hold |
51
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $8K | Hold |
51
| – | – | 0.01% | 159 |
|
|
2020
Q3 | $7K | Hold |
51
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $7K | Hold |
51
| – | – | 0.01% | 131 |
|
|
2020
Q1 | $6K | Buy |
+51
| New | +$6K | 0.01% | 128 |
|