Douglas Lane & Associates’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,000
| Closed | -$385K | – | 218 |
|
2019
Q2 | $385K | Hold |
3,000
| – | – | 0.01% | 183 |
|
2019
Q1 | $356K | Hold |
3,000
| – | – | 0.01% | 181 |
|
2018
Q4 | $305K | Hold |
3,000
| – | – | 0.01% | 182 |
|
2018
Q3 | $305K | Hold |
3,000
| – | – | 0.01% | 182 |
|
2018
Q2 | $294K | Hold |
3,000
| – | – | 0.01% | 177 |
|
2018
Q1 | $274K | Hold |
3,000
| – | – | 0.01% | 182 |
|
2017
Q4 | $278K | Hold |
3,000
| – | – | 0.01% | 183 |
|
2017
Q3 | $257K | Hold |
3,000
| – | – | 0.01% | 191 |
|
2017
Q2 | $263K | Sell |
3,000
-104
| -3% | -$9.12K | 0.01% | 184 |
|
2017
Q1 | $249K | Buy |
+3,104
| New | +$249K | 0.01% | 194 |
|