CWM
Congress Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63,040
| Closed | -$8.43M | – | 635 |
|
|
2023
Q4 | $8.43M | Sell |
63,040
-2,175
| -3% | -$291K | 0.15% | 175 |
|
|
2023
Q3 | $7.72M | Sell |
65,215
-126
| -0.2% | -$14.9K | 0.16% | 171 |
|
|
2023
Q2 | $8.52M | Sell |
65,341
-580
| -0.9% | -$75.7K | 0.2% | 144 |
|
|
2023
Q1 | $9.29M | Buy |
65,921
+3,307
| +5% | +$466K | 0.22% | 137 |
|
|
2022
Q4 | $8.95M | Sell |
62,614
-985
| -2% | -$141K | 0.23% | 134 |
|
|
2022
Q3 | $8.61M | Buy |
63,599
+3,411
| +6% | +$462K | 0.23% | 136 |
|
|
2022
Q2 | $9.59M | Buy |
60,188
+169
| +0.3% | +$26.9K | 0.25% | 122 |
|
|
2022
Q1 | $10.5M | Buy |
60,019
+2,358
| +4% | +$413K | 0.23% | 124 |
|
|
2021
Q4 | $12.1M | Buy |
+57,661
| New | +$12.1M | 0.24% | 116 |
|