EP
Edgestream Partners’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,246
| Closed | -$2.48M | – | 1060 |
|
|
2025
Q1 | $2.48M | Buy |
+19,246
| New | +$2.48M | 0.08% | 429 |
|
|
2024
Q3 | – | Sell |
-8,108
| Closed | -$976K | – | 1070 |
|
|
2024
Q2 | $976K | Buy |
8,108
+428
| +6% | +$51.5K | 0.05% | 529 |
|
|
2024
Q1 | $987K | Buy |
7,680
+3,529
| +85% | +$454K | 0.05% | 503 |
|
|
2023
Q4 | $555K | Buy |
+4,151
| New | +$555K | 0.04% | 587 |
|
|
2022
Q2 | – | Sell |
-39,688
| Closed | -$6.96M | – | 625 |
|
|
2022
Q1 | $6.96M | Sell |
39,688
-76,759
| -66% | -$13.5M | 0.55% | 30 |
|
|
2021
Q4 | $24.5M | Sell |
116,447
-23,454
| -17% | -$4.92M | 1.52% | 5 |
|
|
2021
Q3 | $25.9M | Buy |
139,901
+37,255
| +36% | +$6.9M | 1.6% | 2 |
|
|
2021
Q2 | $17.6M | Buy |
102,646
+77,231
| +304% | +$13.2M | 1.04% | 9 |
|
|
2021
Q1 | $3.81M | Sell |
25,415
-22,169
| -47% | -$3.33M | 0.21% | 175 |
|
|
2020
Q4 | $7.23M | Buy |
+47,584
| New | +$7.23M | 0.36% | 88 |
|