CIBC Private Wealth Group’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.3K | Sell |
461
-70
| -13% | -$8.85K | ﹤0.01% | 1603 |
|
|
2025
Q1 | $60.9K | Sell |
531
-60
| -10% | -$6.88K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $72.5K | Sell |
591
-823
| -58% | -$101K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $191K | Sell |
1,414
-43
| -3% | -$5.81K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $171K | Sell |
1,457
-409
| -22% | -$48K | ﹤0.01% | 1179 |
|
|
2024
Q1 | $234K | Buy |
1,866
+106
| +6% | +$13.3K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $235K | Buy |
+1,760
| New | +$235K | ﹤0.01% | 1015 |
|
|
2023
Q3 | – | Sell |
-1,555
| Closed | -$203K | – | 1126 |
|
|
2023
Q2 | $203K | Buy |
1,555
+3
| +0.2% | +$391 | ﹤0.01% | 840 |
|
|
2023
Q1 | $219K | Sell |
1,552
-300
| -16% | -$42.3K | ﹤0.01% | 829 |
|
|
2022
Q4 | $265K | Sell |
1,852
-17
| -0.9% | -$2.43K | ﹤0.01% | 703 |
|
|
2022
Q3 | $253K | Buy |
1,869
+350
| +23% | +$47.4K | ﹤0.01% | 817 |
|
|
2022
Q2 | $242K | Sell |
1,519
-67
| -4% | -$10.7K | ﹤0.01% | 843 |
|
|
2022
Q1 | $278K | Buy |
1,586
+124
| +8% | +$21.7K | ﹤0.01% | 869 |
|
|
2021
Q4 | $307K | Hold |
1,462
| – | – | ﹤0.01% | 873 |
|
|
2021
Q3 | $271K | Sell |
1,462
-13
| -0.9% | -$2.41K | ﹤0.01% | 841 |
|
|
2021
Q2 | $253K | Sell |
1,475
-300
| -17% | -$51.5K | ﹤0.01% | 943 |
|
|
2021
Q1 | $266K | Buy |
1,775
+13
| +0.7% | +$1.95K | ﹤0.01% | 930 |
|
|
2020
Q4 | $268K | Hold |
1,762
| – | – | ﹤0.01% | 891 |
|
|
2020
Q3 | $248K | Buy |
+1,762
| New | +$248K | ﹤0.01% | 815 |
|
|
2020
Q1 | – | Sell |
-1,689
| Closed | -$254K | – | 930 |
|
|
2019
Q4 | $254K | Hold |
1,689
| – | – | ﹤0.01% | 830 |
|
|
2019
Q3 | $251K | Buy |
+1,689
| New | +$251K | ﹤0.01% | 815 |
|
|
2018
Q3 | – | Sell |
-435
| Closed | -$43K | – | 1631 |
|
|
2018
Q2 | $43K | Sell |
435
-42
| -9% | -$4.15K | ﹤0.01% | 1206 |
|
|
2018
Q1 | $44K | Buy |
477
+42
| +10% | +$3.87K | ﹤0.01% | 1191 |
|
|
2017
Q4 | $40K | Buy |
+435
| New | +$40K | ﹤0.01% | 1237 |
|