Crewe Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-700
| Closed | -$90K | – | 1033 |
|
|
2024
Q1 | $90K | Buy |
+700
| New | +$90K | 0.01% | 290 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$131 | – | 873 |
|
|
2023
Q2 | $131 | Buy |
+1
| New | +$131 | ﹤0.01% | 810 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$3.58K | – | 1018 |
|
|
2022
Q4 | $3.58K | Sell |
25
-62
| -71% | -$8.87K | ﹤0.01% | 741 |
|
|
2022
Q3 | $12K | Buy |
87
+21
| +32% | +$2.9K | ﹤0.01% | 618 |
|
|
2022
Q2 | $11K | Buy |
+66
| New | +$11K | ﹤0.01% | 578 |
|