Certified Advisory Corp’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-146
| Closed | -$22K | – | 663 |
|
|
2021
Q1 | $22K | Buy |
+146
| New | +$22K | 0.01% | 478 |
|
|
2020
Q2 | $20K | Hold |
146
| – | – | 0.01% | 443 |
|
|
2020
Q1 | $18K | Hold |
146
| – | – | 0.01% | 438 |
|
|
2019
Q4 | $22K | Hold |
146
| – | – | 0.01% | 470 |
|
|
2019
Q3 | $22K | Buy |
146
+54
| +59% | +$8.14K | 0.01% | 474 |
|
|
2019
Q2 | $12K | Hold |
92
| – | – | ﹤0.01% | 570 |
|
|
2019
Q1 | $11K | Hold |
92
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $9K | Hold |
92
| – | – | ﹤0.01% | 557 |
|
|
2018
Q3 | $9K | Hold |
92
| – | – | ﹤0.01% | 587 |
|
|
2018
Q2 | $9K | Hold |
92
| – | – | 0.01% | 560 |
|
|
2018
Q1 | $8K | Hold |
92
| – | – | ﹤0.01% | 543 |
|
|
2017
Q4 | $8K | Buy |
+92
| New | +$8K | 0.01% | 505 |
|