CTC
Cetera Trust Company’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
1,915
+50
| +3% | +$6.32K | 0.14% | 146 |
|
|
2025
Q1 | $240K | Hold |
1,865
| – | – | 0.15% | 141 |
|
|
2024
Q4 | $229K | Buy |
1,865
+105
| +6% | +$12.9K | 0.15% | 151 |
|
|
2024
Q3 | $238K | Sell |
1,760
-25
| -1% | -$3.38K | 0.15% | 149 |
|
|
2024
Q2 | $215K | Hold |
1,785
| – | – | 0.13% | 145 |
|
|
2024
Q1 | $230K | Buy |
1,785
+100
| +6% | +$12.9K | 0.14% | 141 |
|
|
2023
Q4 | $225K | Buy |
+1,685
| New | +$225K | 0.14% | 136 |
|