Ellevest Inc’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,843
| Closed | -$218K | – | 410 |
|
|
2023
Q3 | $218K | Sell |
1,843
-108
| -6% | -$12.8K | 0.02% | 316 |
|
|
2023
Q2 | $255K | Sell |
1,951
-62
| -3% | -$8.09K | 0.02% | 297 |
|
|
2023
Q1 | $284K | Buy |
2,013
+169
| +9% | +$23.8K | 0.02% | 257 |
|
|
2022
Q4 | $264K | Buy |
1,844
+230
| +14% | +$32.9K | 0.02% | 252 |
|
|
2022
Q3 | $218K | Buy |
1,614
+435
| +37% | +$58.8K | 0.02% | 259 |
|
|
2022
Q2 | $188K | Sell |
1,179
-437
| -27% | -$69.7K | 0.02% | 293 |
|
|
2022
Q1 | $283K | Buy |
1,616
+395
| +32% | +$69.2K | 0.02% | 252 |
|
|
2021
Q4 | $256K | Buy |
1,221
+221
| +22% | +$46.3K | 0.02% | 245 |
|
|
2021
Q3 | $185K | Buy |
1,000
+762
| +320% | +$141K | 0.02% | 289 |
|
|
2021
Q2 | $41K | Sell |
238
-201
| -46% | -$34.6K | ﹤0.01% | 513 |
|
|
2021
Q1 | $66K | Buy |
439
+154
| +54% | +$23.2K | 0.01% | 413 |
|
|
2020
Q4 | $43K | Sell |
285
-231
| -45% | -$34.9K | 0.01% | 498 |
|
|
2020
Q3 | $73K | Buy |
516
+504
| +4,200% | +$71.3K | 0.01% | 316 |
|
|
2020
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 916 |
|