Charter Oak Capital Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$5.98K | 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 | +$33K | 0.01% | 357 |
|