EWA
Exencial Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,955
| Closed | -$275K | – | 447 |
|
|
2023
Q1 | $275K | Sell |
1,955
-32,745
| -94% | -$4.61M | 0.01% | 361 |
|
|
2022
Q4 | $4.96M | Sell |
34,700
-1,017
| -3% | -$145K | 0.27% | 105 |
|
|
2022
Q3 | $4.83M | Sell |
35,717
-3,649
| -9% | -$494K | 0.29% | 100 |
|
|
2022
Q2 | $6.27M | Sell |
39,366
-2,834
| -7% | -$452K | 0.35% | 90 |
|
|
2022
Q1 | $7.4M | Sell |
42,200
-525
| -1% | -$92K | 0.37% | 92 |
|
|
2021
Q4 | $8.97M | Buy |
42,725
+23,205
| +119% | +$4.87M | 0.43% | 76 |
|
|
2021
Q3 | $3.61M | Buy |
+19,520
| New | +$3.61M | 0.16% | 117 |
|
|
2021
Q2 | – | Sell |
-2,988
| Closed | -$448K | – | 463 |
|
|
2021
Q1 | $448K | Buy |
+2,988
| New | +$448K | 0.03% | 294 |
|