Destination Wealth Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-42
| Closed | -$5K | – | 455 |
|
|
2019
Q2 | $5K | Sell |
42
-98
| -70% | -$11.7K | ﹤0.01% | 487 |
|
|
2019
Q1 | $17K | Sell |
140
-61
| -30% | -$7.41K | ﹤0.01% | 406 |
|
|
2018
Q4 | $20K | Hold |
201
| – | – | ﹤0.01% | 360 |
|
|
2018
Q3 | $20K | Hold |
201
| – | – | ﹤0.01% | 400 |
|
|
2018
Q2 | $20K | Sell |
201
-135
| -40% | -$13.4K | ﹤0.01% | 348 |
|
|
2018
Q1 | $31K | Buy |
+336
| New | +$31K | ﹤0.01% | 300 |
|