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Charter Oak Capital Management’s Sun Communities SUI Stock Holding History

Charter Oak Capital Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$40K – 789
2022
Q2 		$40K Hold
250
– – 0.01% 362
2022
Q1 		$44K Buy
250
+34
+16% +$6.32K 0.01% 377
2021
Q4 		$45K Hold
216
– – 0.01% 367
2021
Q3 		$40K Hold
216
– – 0.01% 356
2021
Q2 		$37K Hold
216
– – ﹤0.01% 355
2021
Q1 		$32K Hold
216
– – ﹤0.01% 377
2020
Q4 		$33K Buy
+216
New +$31.3K 0.01% 357

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