First Western Capital Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,382
| Closed | -$1.19M | – | 110 |
|
|
2015
Q4 | $1.19M | Sell |
17,382
-8,364
| -32% | -$573K | 0.37% | 82 |
|
|
2015
Q3 | $1.75M | Sell |
25,746
-3,107
| -11% | -$211K | 0.58% | 72 |
|
|
2015
Q2 | $1.78M | Sell |
28,853
-7,186
| -20% | -$444K | 0.57% | 76 |
|
|
2015
Q1 | $2.41M | Sell |
36,039
-2,737
| -7% | -$183K | 0.72% | 61 |
|
|
2014
Q4 | $2.34M | Buy |
38,776
+9,776
| +34% | +$591K | 0.69% | 61 |
|
|
2014
Q3 | $1.46M | Buy |
+29,000
| New | +$1.46M | 0.43% | 86 |
|